CLU®
Insurance Strategies, Investment Strategies (Reg. Reps Only), Business Owners, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Charitable Giving, Risk Management Strategies, Estate Planning, Group Benefits, Business Succession Planning, Financial Education, Financial Planning ® , Military
English
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. I am prepared to assist clients with their financial plans and help them meet their long-term
financial goals. I work closely with my clients and can also work with you. I will assist you as you:
• Define your personal financial goals
• Develop a financial strategy that can help you achieve these goals
• Suggest suitable products and solutions based on your own tolerance for risk and your time-frame
• Implement your strategy with products and services that help meet your needs
I received my Bachelor of Science in Economics from Oneonta State University in New York and have been in the financial industry since 2006.
I hold my SIE, Series 6, Series 7, Series 26, Series 24, and Series 63 registrations, as well as my Chartered Life Underwriter (CLU) designation through the American College.
I currently reside in South San Jose, with Christina Mendoza, my girlfriend, her 8-year-old daughter Iris, and our pet Frenchie Draco. In my free time I like to stay active with athletics and music. I enjoy watching and participating in boxing, wrestling, jiu jitsu, kickboxing and MMA.
MM202503-300856
Check the background of this investment professional on FINRA's BrokerCheck
Oneonta State University