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I am a retirement planner with 300 Financial Group.  I have a mission to help my clients grow and protect their assets from loss. I’m an honest and positive professional whose first priority is always meeting the specific needs of my clients. I offer a  completely complimentary needs analysis to identify where the gaps are (if any) in the client's financial picture.  Since 2016, I’ve been serving clients in Southern California and across the country.  I can meet clients in person (if local) or via Zoom at your convenience.  If you are uncertain about your financial future, let's meet so we can eliminate those doubts.

California DOI License #0K66992

*Also licensed in 9 other states.

My Services



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