As a Financial Advisor, I work with families, individuals, and retirees to help them achieve their financial goals. As a father of three I have experience planning for and financing education and home expenses, as well as laying the foundation for a sound retirement.
No matter what stage of life you're in, I can help you build the bridge between where you are today and where you want to be in retirement. I welcome the opportunity to show you the value I can add in working with you to prepare for retirement, live in retirement, pay for education and prepare for the unexpected.
Feel free to reach out to me at 925-938-3411 or email@example.com
Fluent in Spanish