Financial Consultant
.Welcome! With more than 20 years of experience and expertise in this industry our goal is to guide you through every step of your financial journey. Our office is specifically passionate about retirement planning, finding tax efficient financial strategies, and empowering clients by providing financial peace. Additionally, we help guide our clients with investment management, protecting loved ones against the impact of extended care, death, and disability, and so much more. Thrivent has one of the strongest capital positions in the industry, however, it's our mission that makes us unique. We hope to make your experience unique as well.
- CERTIFIED FINANCIAL PLANNER®
- Fraternal Insurance Counselor
- Series 7 - General Securities Representative
- Arizona
- California(Insurance Lic. #0E45824)
- Colorado
- Idaho
- Nevada
- North Carolina
- Oregon
- Tennessee
- Texas
- Utah
- Washington
Insights
Office location
Huntington Beach Location
18377 Beach Blvd. Suite 215
Huntington Beach, CA 92648
Phone714-968-0378HoursHuntington Beach, CA 92648
M – F: 9 a.m. – 5 p.m.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.