Insurance Strategies, Retirement Strategies, College Funding Strategies, Retirement Income Planning, Business Owners, Risk Management Strategies, Financial Education, Lesbian, Gay Bisexual, Transgender, Questioning (LGBTQ), Military, Charitable Giving, Business Succession Planning, Estate Planning
English
I offer an analysis of your current financial situation and help you to identify financial goals and concerns, illustrate what is being done to reach your goals, and identify gaps, if present, and offer solutions to help fill them.
You should contact me if you would like to
- Protect your family’s future
- Achieve your lifetime financial goals
- Plan and enjoy your retirement
- Grow and protect your business
MM202503-300856
Check the background of this investment professional on FINRA's BrokerCheck
CSU East Bay (2013-2020)
Golf
Hiking
Music