Insurance Strategies, Investment Strategies (Reg. Reps Only), Retirement Income Planning, College Funding Strategies, Retirement Strategies, Business Succession Planning, Risk Management Strategies, Financial Education
English, Spanish
I offer total financial needs analysis through a network of experienced professionals with expertise in:
*Trust services offered through the MassMutual Trust Co., FSB.
CRN202207-267436
Check the background of this investment professional on FINRA's BrokerCheck
Long Beach State 2008-2010
Crossfit
Member of the Financial Industry Regulatory Authority, Inc. (FINRA)
Crossfit Kids