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1762 Technology Drive, Suite 203
San Jose, CA 95110
Phone:
  • Direct: (408) 249-2103
  • Toll Free:(800) 686-8436 x13
Fax:
  • (866) 390-3050

"Helping you put together a strategy as unique to you as your fingerprint."

BAXI wants people to be successful in all aspects of their financial life.  We help people to think holistically about their life and goals, and how to best position their time, energy and assets.  We believe that everyone should understand what they are invested in, and why;  and we focus on educating clients as a result.

Thank you for visiting and we look forward to hearing from you.

•Helping my clients improve their financial future i.e. Preserve Capital, Create Wealth et.

•Achieve their financial goals, with thoughtful and prudent planning

•Provide personalized service

I have conducted several seminars and published many articles in financial services publications, including:

•American College journal;

•Society for Finance and Service Professionals (SFSP);

•Million Dollar Round Table (MDRT) etc.

Areas of specialization:

•Life Insurance, Annuity & Long Term Care;

•Retirement & Estate Planning and

•Wealth Management.

Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks

Videos

We have interesting videos for you to watch on my site.

View Videos

Contact Us

Please feel free to contact us with any questions.

Contact Us
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck