Investment Advisor Representative
Office: (310) 377-0668
As a Financial Advisor my focus is always on the client’s needs and goals, compounded by my fiduciary responsibility to always base my recommendations on what is best for the client. Regardless of the scenario my moral compass will always do what is best for you, the client. In some cases, this may not result in developing a new client business relationship, but it always results in a new relationship that fosters education and understanding before decision making. I enjoy meeting new people and helping them improve their current situation with sound business and best practice decision making. I offer the resources of a large company, while focusing on the personal touch of a small firm and emphasizing long term relationships to provide the best possible outcomes for the clients.
Listening, to you the client, and developing a keen understanding of your needs and goals, is the basis for my recommendations in the Financial and Insurance arena. It is hard to believe how much the world of financial planning has changed since I started in the business 15 years ago. New products and government regulations have made a major impact on the way individuals and business owners must adjust their investment and insurance planning strategy for the future. As a broker, I have access to numerous plans/options and strategies to meet the client’s needs.
I care passionately about my clients and do not believe in a “one-size-fits-all”, while working towards improving their financial situation. With a “hands on” approach to financial guidance, I do everything in my power to keep the clients focused on where they want to go, advise them on how to get there, and continually remind them the importance of maintaining a disciplined approach to realizing their dreams.
When asked to review an insurance or financial portfolio the recommendation may or may not result in a strategy change, but will always result in the client being more educated and in a better place to make a decision about change. I look forward to meeting you to determine if we are a good fit for your future insurance and financial planning needs.
My business focuses has been primarily in Southern California and I have lived in the South Bay area for over 30 years. I have been married for over 20 years and we have 3 children that have grown up in the South Bay. I enjoy playing golf and spend my extra time being a Woodturner.