Insurance Strategies, Financial Education, Business Owners, Retirement Income Planning, Charitable Giving, Risk Management Strategies, Business Succession Planning
English
Preparing for the next step in life isn't always easy.
Knowledge is the key to a successful financial future. I am dedicated to making a difference in people's lives. Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals. I can provide comprehensive financial strategies and/or focus on one specific area of need.
Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or your're simply not sure of your next step. My personal goal is to become a lifetime resource for each and every client.
Protect those that you love.
I am licensed to sell insurance in California #0M03658
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- Get a quote for term life insurance
CRN202212-275213
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Bucknell University - Bachelor of Science Electrical Engineering - Major in Computer Science
Travel
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Junior League of Oakland - East Bay, Inc. Board of Directors
Orinda Rotary
Lombardy Childrens Hospital Oakland Board