At Efficient Financial and Insurance Solutions, we help our clients bring their business, personal and financial goals into focus, then recommend appropriate actions to meet them. Through our comprehensive planning process, we help our clients identify their goals and objectives and work with them to get their financial decisions. Acting as the quarterback, we work alongside their team of other a
dvisors, to incorporate the numerous aspects of their financial life into a fluid, targeted plan. We monitor and adjust the components of the plan throughout the changing seasons of life, their evolving priorities and goals, and various economic cycles. Neither Efficient Financial and Insurance Solutions nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Efficient Financial and Insurance Solutions is not owned or operated by New York Life Insurance Company or its affiliates. My California Insurance license number is 0E84156. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.
675 Placentia Ave. Suite 250
Brea, CA 92821
714 478 2592 C
714 343 5256 O
CA License # 0E81456
