Professional Career:
I joined Equitable in 1995 after a career as a licensed engineer in the energy industry. There I learned financial modeling and after earning my MBA from UCLA in 1994, I shifted my focus to helping business owners, professionals and long-term employees with financial protection strategies. My focus is on reducing investment risk and volatility and maximizing after-tax cash flow and wealth transfer at death.
Areas of Specialty:
· Pension Maximization and Completion
· Retirement Planning
· Wealth Transfer Planning
· Life Insurance Strategies, Long Term Care
Education:
1994
1984
Professional Licenses:
FINRA Series 7, 63 and 65
Awarded AXA’s Centurian, Hallmark I and Circle of Excellence Awards.
California Insurance License #: 0B64912
Securities
and investment advisory services
offered through Equitable Advisors, LLC (NY,NY
212-314-4600), member
FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah
as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.