Insurance Strategies, Investment Strategies (Reg. Reps Only), Business Owners, Lesbian, Gay Bisexual, Transgender, Questioning (LGBTQ), Retirement Income Planning, Retirement Strategies, College Funding Strategies, Charitable Giving, Group Benefits, Business Succession Planning, Estate Planning, Financial Education, Risk Management Strategies
I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: advisory services, retirement planning, estate strategies, employee benefit and retention services, business continuation strategies, and trust services.
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 am licensed to sell insurance in: CA Insurance License Number 0I2431
I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 3003 Oak Road, Suite 250 Walnut Creek CA 94597
Check the background of this investment professional on FINRA's BrokerCheck
Pittsburg State University (1984-1988) Bachelors
California State University East Bay (2003-2004) MBA
Sandra J. Wing Healing Therapies Board of Directors
Rotary Club of Alamo Past President
Horizons Foundation Professional Action Committee
Danville Area Chamber of Commerce