I unexpectedly fell into the financial services industry. My career began with 21 years as an institutional equity trader, then private equity advisor, and now independent financial planner. I love to educate and elevate with those who want to learn! Together, I can simplify, support, and co-create your financial roadmap.
Services Offered
I simplify, support and co-create investments such as Roth IRA's, 529's, 401K/403B etc rollovers, mutual funds, brokerage accounts, variable universal life, and employer SEP's & small business employee 401K plans etc.
Area of Service
State of California and Florida
Languages
English and Spanish
Best Referral For Me
All attorneys such as estate, divorce, business, and personal injury. Also, CPA's and realtors.
Looking For
People who are transitioning to a new job and need to move or consolidate their 401K accounts. Also a person who received a case settlement, severance package, or was a recipient of a trust fund distribution.