As a licensed Insurance Agent and Financial Advisor, I offer a variety of products to help meet a number of insurance and financial needs. Additionally, including but not limited to college funding, retirement, managing costs for extended periods of care, and lifetime income strategies. Please contact me to help you fully analyze your financial needs and recommend appropriate solutions.
Being a leader in the insurance and financial services industry for over 3 years means continually striving for improvement. My first priority has always been our policy owners’ financial well-being. To keep pace with policy owners’ needs, we have launched new products, enhanced product features, expanded quality service, and pioneered new technologies.
Life insurance and financial products are rarely bought spontaneously. Agents must help the client understand the reasons why they need them. That’s why our agents, who are among the best in the business, are at the core of my success. Each agent participates in a comprehensive and ongoing educational program to ensure that they remain at the forefront of their profession. If you like, you can schedule an appointment with one of our professional agents who offers a full range of insurance and financial products and can work with individuals, families, and business owners to:
Therefore, as a financial advisor, is to dedicate and maintain its position as both a leader among insurance companies and a major force in the financial services industry.
My California Insurance license number is #0125134