About Us

Our Firm

We are here to help guide you through the often overwhelming process of creating an insurance and financial blueprint.

As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your children’s college education, family protection, or retirement security. These things won’t happen by accident. It’s important to determine your financial goals and then map out a strategy that will help you meet those goals.

The good news is that it’s never too late to start. We are here to ensure that you don’t have to do it alone.

As a  trained professional, I am here to help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives.

We'll work as a team to help you reach your goals!

California Insurance License #: 0E51092

Securities offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through Equitable Advisors, LLC, an investment advisor registered with the SEC. 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 and, in Utah, Equitable Network Insurance Agency of Utah, LLC. 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.

IMPORTANT: The names of all companies under the formerly-used AXA brand name have been updated under Equitable, the brand name of Equitable Holdings, Inc. and its family of companies. As we work to completely revise all of our website content, advertising, and other communications, you may occasionally see a remaining and inadvertent reference to some variation of "AXA", which should be disregarded and will be corrected as soon as possible.

Link to equitable.com

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