Insurance Strategies, Investment Strategies (Reg. Reps Only), Student Loan Refinancing, College Funding Strategies, Financial Education
As a financial professional, I work closely with a team of highly knowledgeable and experienced professionals to offer a broad portfolio of individual insurance solutions, asset accumulation strategies, and financial products and services for any of my clients.
Furthermore, I work to 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 any concerns that we may find along the way.
I pride myself on building a collaborative and lasting relationship with my clients.
I am licensed to sell insurance in: California (CA Insurance License #: 4078754) and New York (NY Insurance License #:1663909)
Check the background of this investment professional on FINRA's BrokerCheck
s College of California (2016-2020)