AIF®, CFP®, RICP®
Insurance Strategies, Business Owners, Investment Strategies (Reg. Reps Only), Retirement Income Planning, Financial Education, Retirement Strategies, Student Loan Refinancing
Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. 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 needs, and more importantly, their future needs.
I offer total financial needs analysis through a network of experienced professionals with expertise in:
*Trust services offered through the MassMutual Trust Co., FSB.
- Get a quote for term life insurance
Check the background of this investment professional on FINRA's BrokerCheck
San Jose State University