Growth-focused and results-driven professional with demonstrated expertise in improving sales processes, managing high-value accounts, and fostering long-term client relationships. Personable advisor committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Series 6 (Investment Company and Variable Contracts Products)-FINRA (Financial Industry Regulatory Authority)
SIE (Securities Industry Essentials) - FINRA
Series 63 (Uniform Securities Agent State Law)- NASAA (North American Securities Administrators Association)
Insurance Broker, Accident, Health, Life, Variable Life & Variable Annuity-California Department of Insurance