Proudly serving the Bay Area and Central Valley
Whether you're building your career, growing your family, or preparing for a fulfilling retirement, I’m here to help you make informed financial decisions with confidence. I work closely with individuals, families, and business owners to create strategies that align with your goals, needs, and budget. I specialize in helping people in areas of:
- Retirement income planning
- Accumulation and distribution strategies
- Life insurance
- Investments & annuities
- Business financial solutions
- Education funding strategies
- Extended care planning
- Estate strategies
- Charitable giving
Let’s work together—alongside your legal and tax professionals—to build a plan that supports your goals and preserves your legacy.
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Location
Modesto Office
- Phone:
- 510-892-4300
Hours
M – F: 9 a.m. – 5 p.m.