Investment Strategies (Reg. Reps Only), Business Owners, Insurance Strategies, Estate Planning, Financial Planning ® , Retirement Strategies, Business Succession Planning, Risk Management Strategies, Student Loan Refinancing, Retirement Income Planning, Charitable Giving, Group Benefits, Financial Education
English
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 offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:
I offer a broad portfolio of individual insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institution.
I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients.
Due to federal regulations that apply to investment advisor representatives, I am not able to accept endorsements that pertain to my general character or investment services.
MM202611-311872
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OK Program (mentor)
100 Black Men of the Bay Area (Class of 2020) (General Member) (Mentoring)
Kingsmaker Oakland (mentor)