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.

Firm Start Year

No.of Employees

CRD#

Firm CRD#

Insurance License#

Name of Broker/Dealer

Name of Custodial Firm

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

I work with the following types of clients

Advisory Services Provided

Investment Types

I can meet clients in the following ways

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

I am an acknowledged fiduciary

Compliance Disclosures in Last 5 years

Criminal Disclosures in Last 5 years

Certifications, Accreditations & Designations

Securities Licenses

Insurance and Annuity Licenses

Financial Organization Memberships

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Fee Structure

Compensation Methods

Fee % Based on Assets

Flat Fee Rate

Minimum Fee Charged for Flat Fee Accounts

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.