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"As a retirement specialist, I provide the guidance and
empowerment that allow those who I work with to seize
control of their present and create their ideal future. I
help families and individuals position and manage their
financial assets with an eye on their individual goals and
situations."
Registered through our broker dealer, Wescom Financial Services
Series 7 - General Securities Representative
Series 66 - Investment Advisor Law
Additional Qualifications
California Insurance Agent, License #0B38656
- Trust Liaison Officer, help members determine their trust & estate planning needs.
Additional Training
Life Underwriters Training Council - Personal
Insurance Planning, Disability Income
Professional Affiliations
Society of Certified Senior Advisors; Anaheim
Chamber of Commerce; Anaheim Chamber Ambassadors
Previous Experience
Fidelity Federal Bank; Lincoln Financial Advisors;
Massachusetts Mutual Life
Personal Interests
Anaheim Angels & Los Angeles Dodgers fan; Music
and camping enthusiast
Securities State Registration
CA, AZ, ID, IN, NV
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