I've built a career on the trust earned from my clients by matching their unique needs with a mix of financial products and services that produce results. If you are looking for a responsive representative who will listen and understand your needs, goals and risk level, I welcome you to contact me for an appointment.
You will benefit from my knowledge and my affiliation with Cetera Advisor Networks LLC, one of the largest independently managed broker/dealers in the country. I can work with literally hundreds of mutual fund products, annuities, insurance products and other investment vehicles.
Years of continuing education and experience enable me to provide you with professional investment advice. My designation as a CFP and the strict code of ethics that comes with it, demonstrate my focus on quality, commitment and competence. I understand the difference between a dream and a realistic goal, and through my professional assistance and skill, I will help you work toward pursuing those goals and, perhaps eventually, a dream.
Professional designations: I have been a Certified Financial Planner since 1985.
Licensing and Registration: I have held my securities registration since 1980. In addition, I am licensed to sell all types of annuities, long term care and life insurance in the state of California.
Value-Added Services: I am committed to providing quality personalized service to each one of my clients. I believe strongly in providing safety through diversification. A customized Asset Allocation model can be constructed to determine the appropriate investment mix for the degree of risk you wish to take.
Background: I have been involved in the financial services industry since 1980 both as a financial planner and a registered principal. I also serve as co-regional director for Cetera Advisor Networks LLC in the Los Angeles area.
Education: I hold a B.S. Degree in Business Administration and Finance from the University of Southern California.