With over 30 years of investment planning experience, I have been able to carve a niche with my clients even during economic downturn. Focusing on fixed income specific to tax free municipal bonds, retirement planning and estate planning for high net worth individuals I have a proven track record with clients.
CA Insurance Lic. #0A40906
University California Irvine: BA Economics, BA Psychology
Wells Fargo Advisors Financial Network (2004-Present) Managing Principal, Senior Financial Advisor
Solomon Smith Barney (1994-2004) First Vice President
Prudential Securities (1990-1994) Vice President
Municicorp of California (1988-1990) Senior Financial Advisor
Solomon Smith Barney (1986-1988) Financial Advisor