Specialties
About Me
As an FSCP and Series 6 Registered Representative I have front loaded my career with education and commitment.
With over a decade of previous leadership experience, three years of which were in small group education, I bring skills to my practice that allow me to operate with clear communication around my clients' options. While I have a very large tool belt, I prioritize helping businesses manage financial risks, and pre-retirees avoid outliving savings - put simply - "what happens to my business when I (the business owner) or my business partner retire, get disabled, or pass away?", as well as, "what happens if I live so long that my assets stretch too thin?". These conversations can be summarized as: Quality of Life, Quality of Retirement, Cost of Care, and Quality of Transition. Be confident knowing though that these will be real conversations, and never a sales pitch. Financial Services Professional New York Life Insurance Company California License Number 4271433
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Interests & Hobbies
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Credentials
FSCP
Chartered Designations
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Disclosures
I offer a variety of products that can help you meet a number of insurance and financial needs, 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. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. 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. I am not licensed in all jurisdictions. CA License Number: 4271433 888 San Clemente Drive, Ste 250 Newport Beach, CA, 92660 714-395-9611