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 grew up in the South Bay Area of Los Angeles and I attended Bishop Montgomery High and Long Beach State. I studied Civil Engineering and also have a minor in Architecture. I earned a CFS, Certified Fund Specialist Designation and hold series 6, 63 and 65 Securities licenses and I have been associated with the MassMutual Insurance Company since 1979.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies