I have been helping families in the Inland Empire/Orange County area on their financial planning and banking for the past 15 years. As a financial planner, my goal is to advise and educate my clients and their families about their overall financial picture. For example, helping with retirement planning, investments and college saving.
It is my goal, through education and communication, to be my clients trusted advisor. I am honored to be the trusted financial advisor to families, professionals and retirees in the Inland Empire/Orange County Area. I also work with other professionals in helping my clients with estate planning, taxes and insurance. While serving my clients I strive to maintain an integral role in the service of my community as well as helping individuals in a professional capacity.
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