Investment Consultant/Financial Planner
I am an Investment Consultant with Cetera Advisor Networks in La Verne, California. With over a decade of experience in financial services, my practice has an emphasis on managing wealth for both individuals and small businesses. With a background in personal and small business banking, I bring a wealth of knowledge and financial understanding to the table. I work “with” my clients and create strategies to help them work towards pursuing their financial goals.
I am a graduate of Azusa Pacific University in Azusa, California. I am Series 6, 63, and 65 registered with Cetera Advisor Networks LLC. I am also a licensed insurance agent. I live in Glendora, California, I enjoy spending time with my two Boston Terriers, playing guitar, and spending time with my friends and family.
If you have any questions or want to schedule a complimentary meeting to discuss your specific questions, schedule a first step call by clicking here, e-mail me at firstname.lastname@example.org or call (626) 224-7715.