Putting
people first.
Get to know our leadership team
Leadership at the Long Beach office is dedicated to doing good for our clients, employees and community.
As a financial Advisor, my main goal is to help educate those I work with to understand the importance of Financial Literacy and Financial Planning in their everyday lives! I am a passionate, people person, and want the best for my clients and their families. I specialize in working with driven, successful professionals...
As a financial Advisor, my main goal is to help educate those I work with to understand the importance of Financial Literacy and Financial Planning in their everyday lives! I am a passionate, people person, and want the best for my clients and their families. I specialize in working with driven, successful professionals that want more for their lives.
