Financial AdvisorFinancial Planning/ServicesFinancial Services/InvestmentsRetirement PlansWealth Management
I have been helping people protect wealth for over 20 years. As a Financial Advisor my business focus is not only protecting wealth but growing wealth by creating personalized financial plans to help my clients reach their goals. Before we get started, it's important for me to get to know you and learn what's important to you. After learning about you, I talk about how we would work together to see if it's a match! If you would like a second opinion on your current portfolio or if you simply don't have the time to consistently review your investments and keep up with market volatility, call me and let's chat. There is no obligation to explore how I can help you manage your investments.
- Phone: 310.301.2183
- Fax: 888.803.0562
- Cell Phone: 310.923.3536
- Send an Email
- 4551 Glencoe Ave. Ste. 240 Marina del Rey CA 90292