As an Equitable Advisors,LLC Financial Consultant, I am dedicated to helping my clients build and secure their financial futures. To do it right takes commitment & planning. My process is simple yet effective. By learning as much as possible about my client's goals and objectives I am able to use my resources to develop and implement a sound financial strategy.
To help meet your financial planning needs I am able to offer the following services:
- Asset Allocation Strategies: Stocks, Bonds, Mutual Funds, Institutional & Managed Accounts
- Risk Management: Family Protection Plans, Life Insurance, Disability Income Insurance & Long Term Care Insurance.
- Retirement Planning: Traditional & Roth IRA's, 401(k)'s, Annuities & Pension Plans
- College Education Planning: 529 Plans, UGMA & UTMA Accounts
- Business Planning: Employee Benefits, Health Insurance, Buy-Sell Agreements & Deferred Compensation Plans
The core of my success stems from my ability to help a large range of clients find and implement innovative financial strategies for problems that otherwise would hold them back from pursuing their financial goals.
It is the foundation of my team's practice to individualize the financial planning process for each of our clients based on their unique situations. Aligned with Equitable Advisors,LLC my team provides diversified financial management and advisory services to individual, institutional and corporate clients.
My ambition transcends my career as a financial planner. I am an avid snowboarder and volunteer my time helping others safely explore the outdoors. I am diligent about my education, and have completed multiple exams towards the pursuit of various industry designations. Community service means a lot to me and I am a frequent volunteer at God's We Delivery, a food kitchen that provides nutritious meals to people who are too sick to shop or cook for themselves.
I maintain the FINRA Registrations Series 7, 24 & 66 as well as Life and Health Insurance Licenses.
California Insurance License #: 0L99376