Driven with a pursuit towards an increase in financial education in the community, I carry a passion for helping my clients realize their financial potential by using progressive ideas and secure financial strategies.
I provide my clients with the framework to grow, protect and enjoy their wealth for multiple generations. I'm a firm believer that it's not how much money you make, but how much money you save, how hard it works for you, and how many generations you keep it for.
I translate my client’s priorities into a lifelong financial strategy that gives them more confidence to achieve their goals. With their objectives as my guide, I develop an integrated financial plan that addresses every stage of life, while minimizing risk and tax exposure.
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Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.
CA Insurance License Number - 4225045