545 3rd st # 928





Financial Advisor


Estate Planning, Financial, Insurance, Other

About Me
Workshops Offered

Asset Allocation & Modern Portfolio Theory, Budgeting and Debt Elimination, College Planning, Estate Planning, Exploring Your Options for a Quality Retirement, Financial Blunders - Lessons We Never Learn, Getting Fiscally Fit, Getting Your Financial House in Order, How to Increase Your Health and Wellness, I.D. Theft, Investing Basics for Women, Investment Concerns in a Fragile Market, Is a Roth IRA Right for You, Life Insurance and You, Preparing for Long Term Care, Roth IRA - America\'s Next New Tax Break, Strategies for a Sustainable Income in Retirement, Tax Planning, Understanding 401K Rollovers, Understanding Critical Disability Issues, Women Approaching Retirement and Beyond, Tax Planning

My focus on creating financial solutions to a focused and elite clientele has created a unique niche in the ability to consult and advise coachable clients to pursue maximum wealth accumulation while lowering volatility. Proper distribution ( income, legacy) of wealth entails utilizing enhanced tax and risk mitigation techniques to achieve desired results. Maintaining a focused client base allows me to deliver maximum personal attention to each client and their unique situation.\r\n\r\nSpecialties: The experience of creating tactical financial solutions for coachable clients that entails the correct coordination of resources and experts including trusts /insurance /investments /tax / legal strategies to grow and protect Wealth while enhancing Risk Management.

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© 2020 The Society for Financial Awareness   

3914 Murphy Canyon Rd Ste A125

San Diego, CA 92123

(858) 268-7092