I am a resident in this community for over 30 years. I have been married for over 30 years, have 3 kids and 2 grand-kids that I love and adore and my reason for everything I do.
My mission statement is,” I help individuals, business owners and professionals with Strategies that help with Taxes, Cash Management and Succession, all the while creating Tax Free Retirement for you.”
I have my undergraduate degree from Cal State Univ Long Beach majoring in Accounting, have my Life Insurance license and successfully completed my CFP program. With this diverse education and over 30 year of hands on experience, I can help families with all aspects in Financial and Retirement Planning. When required and necessary I also work with the CPA and Tax Attorneys. I am committed to using my experience and expertise to help clients prepare and protect their future.
I use disruptive innovations such a Tax Free Retirement in our industry to help further the goal of reducing taxes, protecting families and securing their legacies.
I work with clients that are just starting the process of protecting their future to the clients that need advanced and innovative strategies. I provide solutions that are tailor made and customized just for you.
In my spare time I love to play Chess, Table Tennis, listen to Music and Travel to experience local customs and cuisine.