CONNECT

Address:

1762 Technology Drive, Suite 203
San Jose, CA 95110

Phone:

Direct: (408) 249-2103,Toll Free:(800) 686-8436 x13

Fax/Other:

(866) 390-3050

Qualifications

Areas of Professional Focus:


  • Wealth Management
  • Retirement & Estate Conservation Strategies



 Maintaining a strong sense of community and a solid professional foundation are very important to me.


 


To stay on top of my field and develop my professional skills, I’ve regularly attended industry training and certification programs. This includes completing the curriculum and passing the rigorous exams for the:



Master of Science, Insurance (MSI)

Chartered Life Underwriter (CLU)

Chartered Financial Consultant (ChFC) 

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