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Specialties
I am a wife and mother of three children and one fur baby.
I reside in Southern California, however, I'm licensed in several state, therefore, I have clients all over. My objective for every person I have a conversation with is to educate them, empower them and create strategies to implement to plan against the 5 D's of financial destruction: Debt, disability, death, divorce, and dementia. My primary goal is to create a solid financial foundation, which is stabilized through personalized risk management strategies. My second goal, which intertwines with the primary goal, is to normalize having the uncomfortable conversations amongst loved ones where discussing health and finances becomes second nature. I specialize in family legacy building.
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Always free for clients.
FSCP WMCP
Chartered Designations
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Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.