I obtained my Law Degree from California Western School of Law. In analyzing where my strengths lay and where I thought my time would be of most value, I realized that most are in need of financial planning and guidance. That is when I decided to pursue finance and is where my passion thrives. My responsibility as a financial representative is to ensure that my clients have an understanding of where they are today financially and to assist them in creating a roadmap of where they want to be, whether it be in the near future or long term. My team and I specialize in asset protection and tax planning/strategizing.
Purse Strings is not a client of this financial professional or the financial professional’s Registered Investment Advisor firm. Purse Strings receives compensation from this financial professional for referring and introducing advisory clients to them. Compensation provides Purse Strings with an incentive to recommend this financial professional resulting in a material conflict of interest. Click here for additional information.