M-F 9-6pm, Sat-Sun by appointment
There are many things that we aren't taught in school. When it comes to personal finances and retirement, we often wait to take action, missing out on all those years of compound interest. But even with those missing years, we can help.
I'm a resident in the Palms/Mar Vista area and I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit and retention services, business continuation strategies, and trust services.
I'm dedicated to making a difference in people’s lives.