CALIFORNIA CONSUMER

Information is crucial. It's the foundation for intelligent, well-considered decisions. This experience opened my eyes to different cultures and ideologies. When you have retirement in sight, sound decisions are vital in helping you pursue and achieve your goals and avoid costly mistakes that can permanently and negatively affect your future... I specifically concentrate on the needs of pre-retirees and recently retired to help develop strategies and solidify a retirement income plan that fits both your lifetime and legacy goals... As a financial professional, I have committed for the past 40 years to helping people just like you create solutions for their retirement assets. Once I understand your risk tolerance, time horizon, and goals, I'll work diligently to develop a program that carefully balances investment strategies with preserving principal.

Primary location: San Diego United States