Financial Advisors
Hours:
Monday - Friday: 8am-5pm
Driving Directions:
https://www.google.com/maps/place/22342+Avenida+Empresa+Ste+240,+Rancho+Santa+Margarita,+CA+92688/@33.6384734,-117.6073261,17z/data=!3m1!4b1!4m6!3m5!1s0x80dcebafeee77601:0xd26df7ba4da84687!8m2!3d33.63
Full service broker and investment advisor. Members receive complementary consultation and financial plan. Businesses receive complementary 401K benchmark and consultation.
**About Me**
My goal is to humanize investing. While money can't buy happiness, it represents pride and accomplishment, and fuels our aspirations. We all have an emotional relationship with money, and during stressful times, logic often takes a backseat. That's where a financial advisor can help. I believe your money should serve your purpose, not the other way around. My aim is to help you maximize your potential, serve your purpose and achieve your life goals with confidence.
**Who I Serve Best**
I work best with clients who prefer a personal, customized approach to wealth strategies. My guidance is common-sense, straightforward and easy.
Printed courtesy of santaanachamber.com/ – Contact the Santa Ana Chamber of Commerce for more information.
1631 W. Sunflower Ave., Suite C-35, Santa Ana, CA 92704 – (714) 541-5353 – info@santaanachamber.com