My Approach

I help my clients achieve their dreams for today, tomorrow, and well into the future — using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.

I’m here to help you live the life you’ve earned. When you have the right financial advisor, life can be brilliant.

Interests

  • An avid fitness enthusiast, I enjoy an active workout
  • Member - Ocean Institute
  • Soccer aficionado

Community Participation

  • As a Certified Financial Planner™ practitioner I offer financial planning opportunities including wealth management, savings, insurance and annuity strategies.
  • Our clients in the greater Long Beach and southern California region are able to avail themselves of personal financial planning utilizing a comprehensive approach.
  • Reach Your Financial Goals - request your complimentary consultation today!
  • St. Mark's Church, Downey - Lector (Lay Reader). Also served previously on Vestry Finance committee

Areas of Focus

  • Retirement Planning Strategies
  • Saving for Education
  • Family Finances
  • Estate Planning Strategies

Qualifications

  • Certified Financial Planner, CFP®
  • FINRA series 7, 63
  • Client - based personal financial planning since 1992
  • Advanced Planner Group - 1994
  • President's Recognition Award - 2004 (For Advancing Quality Advice)
  • California Department of Insurance - authorized for variable contracts
  • Bachelor of Science, (Honors)
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