Focus: Insurance Strategies, Business Owners, Retirement Income Planning, Financial Education, Group Benefits, Risk Management Strategies, Retirement Strategies
I am dedicated to making a difference in people’s lives. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs. I provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to help fill them.I help people protect the ones they love through a variety of financial products and solutions to meet their needs. Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability. I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:
- Retirement income solutions
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies.
My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.
Playing the Veena
Affiliations & Memberships
Hindu Community Institute
Volunteer at the HCI and the temple
support music circle
1045 W. Huntington Drive Suite 200
Arcadia, CA 91007