An effective group retirement plan starts with asking the right questions, as well as understanding the goals and needs of the business. Only then can I provide assistance and help connect the pieces of your objectives into a cohesive and holistic plan for the future.
By using standardized and new practices, with the goal of making plans more cost efficient, my mission is helping plan sponsors manage risk better and allow participants to pursue their retirement goals more easily. Your employees are important to you and you are important to me.
I am an Investment Consultant with Cetera Wealth Partners in La Verne, California. With over a decade of experience in financial services, my practice has an emphasis on 401k, 403b, and group pension plans. Because of my experience working with businesses and the people who run them, I have an in-depth understanding of client needs at both the “business” and “individual” level. I’ve spent most of my time working with corporate retirement 401k plans, giving presentations to educate employers and employees.
I am a graduate of Azusa Pacific University in Azusa, California. I am Series 6, 63, and 65 registered with Cetera Advisor Networks LLC. I am also a licensed insurance agent. I live in Glendora, California, I enjoy spending time with my two Boston Terriers, playing guitar, and spending time with my friends and family.
If you have any questions or want to schedule a complimentary meeting to discuss your specific questions, e-mail me at firstname.lastname@example.org or call (626) 224-7715.