Thank you for taking the time to visit the website! If you seek a "comprehensive" approach to protecting your family or business- or need an agent who has experience and training in more complex needs- you are in the right spot to seek additional information.
Serving clients since 1994 with life insurance, health, and supplemental insurance products have been a cornerstone of protection for many years. (California Department of Insurance License Number# OB62164)
University of Southern California, B.S. 2007 - Business | Entrepreneurship Emphasis.
California State University, Fullerton (Certified Financial Planning) Courses through "Open University" (2016-2019) "Completed Required Courses"
The Mihaylo College’s Professional Certificate in Personal Financial Planning Program consists of the seven courses listed below:
(Pending Test Date for CFP Exam for 2023)
Fullerton College (General Business Courses) 2015-2019
Brown & Streza LLP - Irvine, California
Advanced Agent Training
* Avoiding Planning Mistakes Using Life/Disability (2019)
* Key-Man & Buy-Sell Planning (2017)
* Advanced Life & Estate Planning (2017)
* Estate Planning Under the New Tax Law (2018)
* Private Retirement Trust Series (2022)
(* Courses Designed for Professionals Serving Clients *)
Over 20 years of experience helping clients prepare for the unknown while meeting their financial goals.
As an independent financial services firm, we can access many different products so you can choose the right products and services that fit within your budget.
Providing consulting services to individuals and business markets with unique and individual needs.
Using a consultative approach to design and meet your goals and objectives, you can count on unbiased recommendations and impartial guidance based directly on your needs and goals.
One approach is not correct for every client- and your needs will be different from others.
Every successful financial strategy starts with an excellent client relationship. Our mission and goal is to exceed the client’s expectations.
Call or email us today to find out how we can plan for long and short-term strategies that will help you realize your financial dreams.
Information that is helpful in addressing planning decisions
What Is Pension Maximization_PDF (pdf)Download
Hidden Impact of Cancer Infographic (pdf)Download
Simple Explanation of Life Insurance Importance (pdf)Download
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