I am dedicated to helping my clients build secure financial futures. To do it right takes commitment and planning. My job is to assist you in mapping out your financial goals and to provide you advice that will help you work toward your objectives.
Through Equitable and its affiliates, I am able to offer the following services to help you meet your goals:
- Retirement Planning: Traditional & Roth IRA's, 401(k)'s, Annuities, & Pension Planning
- Wealth Accumulation: Stocks, Bonds, Mutual Funds, & Managed Accounts
- Risk Management: Life Insurance, Health Insurance, Disability Insurance, Long Term Care, & Family Protection Planning
- Alternative Investments: Real Estate Investment Trusts (REIT's), Business Development Companies, Exchange Funds
- College Funding: 529 Plans, UTMA & UGMA Accounts
- Estate Planning Strategies: Wealth Transfer, Legacy Planning
- Business Planning: Employee Benefit Plans, Buy & Sell Agreements, & Deferred Compensation Plans
I received my bachelors from Florida Atlantic University, and I maintain the FINRA Registrations Series 7, 63, & 65 as well as Life and Health Insurance Licenses.
Thank you for visiting my web site and please feel free to take advantage of the various tools and articles available.
CA Insurance License # 0L45718