Our Qualifications

Licenses: Series 7, 63, 65, California Dept. of Insurance #0D42586.

We have been working with individuals and businesses in the area for several years.

We have extensive personal and professional experience.

We are qualified and licensed to sell and consult on a variety of investments, life & health insurance products as well as real estate.

We are dedicated to developing lasting relationships with our clients.  We believe in helping you assess your financial goals and we will participate in the management of your finances.

One of the benefits of working with our team is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We are looking forward to using our expertise in helping you pursue your financial goals.