An effective financial plan starts with asking the right questions... as well as understanding the goals and needs of the Individual. 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, as well as providing education, my mission is helping individuals and families pursue their financial goals more effectively. Your finances 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 managing wealth for both individuals and small businesses. With a background in personal and small business banking, I bring a wealth of knowledge and financial understanding to the table. I work “with” my clients and create strategies to help them work towards reaching their financial goals.
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, schedule a first step call by clicking here,e-mail me at firstname.lastname@example.org or call (626) 224-7715.