I work with clients to custom tailor solutions for a number of financial and insurance needs, including, but not limited to, wealth accumulation, retirement planning, college funding, business continuation strategies, and employee benefits. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance comp
anies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. 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. My California Insurance license number is 0M39798
My Arizona Insurance license number is 18818439
San Diego General Office
The Plaza - Pacifica Tower
4365 Executive, #800
San Diego, CA 92121
Tel:(858)623-8658