619-200-8465
About Me
My Background
Education:
University of Arizona 1962-1966 BS in Business Administration
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Certificates:
Chartered Life Underwriter, (CLU)
Chartered Financial Consultant, (ChFC)
Registered Health Underwriter, (RHU)
Long Term Care Professional, (LTCP)
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Licenses:
NV 3257331 (Nevada)
CA 411414 (California)
ID 747454 (Idaho)
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Specialization:
I began my financial career as a Banker in Los Angeles in 1966. In 1971 I received my securities license and in January 1974 I left banking to start my own Life Insurance Firm. From 2010 to May 2022 I owned my own securities firm. In 2022 I canceled my securities license having found modern insurance programs provided what I consider great products for savings and financial growth without the volatility of the stock market.
Who I Help
My primary focus is to guide families as well as single individuals to financial protection and savings programs that best meet their needs. Being a senior myself, my biggest goal is to assist mature individuals with straight talk and safe products for their retirement.
With over 50 years of experience, I keep abreast of the latest insurance products that provide safety and financial protection. Being an independent agent I have no company allegiances. I try to find the best product for the client. I do not work for an insurance company - I work for my clients.
What's in It for You
The benefit to you is you have an agent that works with top-rated companies for your benefit. You deal with me, not staff or newbies, but an experienced
agent