Every business or person has a unique economic situation and financial goals. My job is to help you reach your financial goals by addressing your unique situation. I am committed to helping build and conserve your assets by choosing the right mix of investments for retirement, college, and estate planning. Furthermore, I will help you choose the right amount of life or health insurance, which will help you maintain your assets in cases of emergencies. Finally, because businesses face complex issues such as taxes, affordable health insurance, and employee retirement accounts, my job is to assist you in minimizing these burdens by utilizing financial vehicles that best fits your needs. You can feel confident in knowing my services are unbiased because I am completely independent. What this means for you is that I have more choices in financial vehicles, which translates into flexibility and affordability of service. It’s your financial future; let’s build it together.
Comprehensive training in financial strategies and products. All Licenses and registration required to transact business including state securities and insurance registrations. Registered Representative with SagePoint Financial Inc. Fixed and Traditional Insurance services offered through Independent Capital Management.
. Uniform Securities Agent
. Life Insurance Agent, CA Insurance Lic. #OE55298
. Investment Company/ Variable Contract Limited Representative
. Certified Citadel Estate Planner
I am a very proud father of adorable twin girls, Cara and CJ. I am an active member of two organizations, my church of which I am currently serving two voluntary positions and Kiwanis International, which is dedicated to serving the community. I have also been a very active proponent of physical fitness following a stint as an instructor in Martial Arts of which I have earned 2nddegree Black belt in Kenpo Karate, that is why I teach fitness at a local gym few hours a week. I believe in having a balanced lifestyle that include spiritual, physical and financial.