I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to: Personal retirement planning for business owners, comprehensive plans for transitioning into retirement, managing costs for extended periods of care and lifetime income strategies. and college funding strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. Licensed in CA, CO, AZ, VA, WA, GA, TX
I am an Agent licensed to sell insurance through Prudential and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through PruCO Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a Prudential Company.
3333 Michelson Dr. Suite 820
Irvine, CA 92612
Business #: 949-331-8544
Neither Prudential 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. I am not licensed in all jurisdictions.
