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 (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding 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.

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

Link to equitable.com

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