Throughout the course of my career, I have always prioritized providing my clients with personalized service and am committed to continuing to do so. Thanks to my financial background in accounting, in the markets as a stockbroker, and as a licensed insurance agent, I am able to craft sustainable, individualized financial solutions for my clients.
My Motto is: "You Come First."
I never make any suggestions without first understanding my clients' needs, risk level tolerance, and liquidity needs, among other items. One aspect of retirement planning I'm particularly passionate about is in educating clients as well as prospects about insurance products, including both benefits and drawbacks.
Service grounded in honesty, hard work, and integrity.
I attended Cal State University Long Beach and received a bachelor's degree in Accounting. I then began a career in Public Accounting and passed the examination to become a Certified Public Accountant (CPA). Later, I was a corporate controller for four different corporations before becoming a licensed stockbroker and insurance agent.
My wife and I have two adult children and five grandchildren, whom we love spending time with. We are active in our church, of which we have been members for over 40 years. My wife and I will be celebrating our 36th wedding anniversary later this year. When not spending time with family, I enjoy playing golf and watching most sports.