Specialties
My mission is to help individual investors develop an investment strategy geared toward their unique, long-term goals. I believe it's important to invest my time to understand what you're working towards as part of a holistic approach. Working closely with you, your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you, your family and your business. My branch office administrator, Nancy Cordua, is dedicated to providing you with the highest level of service. We are highly personalized, and all aspects of our business are aligned to help us better understand and meet our clients' unique goals. Nancy and I look forward to partnering with you to reach your financial goals. California Insurance License 0F94518