I have been an Independent Financial Service Representative since 2000, and have been involved in
business management and finances for over 20 years. As any independent advisor, I specialize in
working with individuals and small businesses to provide solutions that help his clients to reach
their financial goals.
While some financial advisors focus on selling products, I focus on solutions, specifically customizing plans to suit my clients' individual needs. I educate clients to lessen their worries and to help them make more informed financial decisions, by offering a professional, independent and unbiased viewpoint.
I focus on helping a select group of high net worth individuals and retirees to manage all aspects of their financial lives from investment strategies, retirement planning, estate planning issues, risk management and retirement income distribution.
Registered Representative offering securities and advisory services through Independent Financial Group LLC, a registered broker-dealer and investment adviser. Member FINRA & SIPC.
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I work with the following types of clients
I can meet clients in the following ways
Registered Investment Advisor
Investment Advisor Representative
I am an acknowledged fiduciary
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Associate in Business Administration - Business Administration
Bachelor of Business Administration - Business Administration
Registered Representative offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC. OSJ Branch: 12636 High Bluff Drive Suite 100, San Diego, CA 92130. Peak Financial Inc. and IFG are unaffiliated entities.