I help my clients learn that money is here to support and serve them. The process helps you gain what I call "financial confidence."
We invite you to join us, the community of Socially Responsible Investors, committed to making the world a better place, so we can help you invest for greater impact by aligning your values and your investments and with the wisdom of your heart.
Licensed Financial Professional providing financial advice, utilizing tax efficient retirement strategies. Specialties include: Wealth Accumulation (Indexed Universal Life, Roth IRA/401k Rollovers, 1035 Exchanges, College Planning/Juvenile Accounts), Wealth Preservation (Annuities, Business Planning, Long Term Care), Term and Permanent Life Insurance Solutions, and Final Expense/Funeral Expense Insurance. CA License #: 4473194
We focus on one thing--partnering with you to create a financial strategy for today and beyond that's flexible enough to change along with you. The ultimate goal? Help you identify what is important so you can achieve your goals--we're committed to being here for everything life brings your way.
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* IRA Rollovers * 401(k) Rollovers * 529 Plans * Asset Management * Cash Management * Exchange Traded Funds * Financial Planning * Lending Products * Retirement Planning * Sustainable Investing * Wealth Management
