I help individuals, families, and business owners build and implement tailored financial strategies to achieve their financial goals. I have been working with multi-cultured, diversified group of people with their needs in retirement planning, wealth management, insurance planning, and college funding.
When I provide financial guidance with comprehensive strategies that are based on my client's risk tolerance and objectives, I mainly focus on education process in our meetings with the clients since "financial planning" is not a common subject to be taught in school. I want to make sure that my clients fully understand what they're implementing as a plan and why they have it.
If you know someone who would benefit from my services, please let me know. I would greatly appreciate your introduction.
Equitable Advisors (NY, NY), member SIPC, a broker-dealer / Equitable Advisors, an SEC-registered investment advisor. Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V