Special Needs Financial Advisor

Contact Us
Address
California
Phone
800-210-1357 x - 127
Website
Visit Website

Specializing in financial & special needs planning, investments, insurance strategies and products with an advocacy perspective from and for the family's and businesses' perspective. Wrap full resourcing collaboration with medical, legal, educational, govt benefits and other needs services during our life-long process. I'm your team's quarterback leading you into tomorrow, your future and the eventual survivorship / protection of your special needs loved one(s).

 
Registered investment advisor with FINRA and SEC... Series 7, 66, 31 lisc. Insurance lisc currently in CA only, but am expanding into other states as demand grows.
 
I am a father and parent of two children. My son is now 22 and has Autism. I have sloged through almost every bog out there that we as families and businesses slog through...

Availability:

MonTueWedThuFriSatSun
6am-9am
9am-12pm
12pm-3pm
3pm-6pm
6pm-9pm
9pm-12am
12am-6am
Accepting Clients Available

Areas Served:

Services offered nationwide

Services Provided:

  • Financial Planning