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Greater San Diego Area United States

Wealth Manager and Financial Advisor

Finance / Banking / Insurance

I have been in the financial services industry since 2002. I have learned to create diversified comprehensive investment plans (real estate and securities) for individuals and corporations according to their needs. My goal is to provide clients with the necessary information for them to make educated investment decisions that affect their lives. Specialties: • Investment Management • Self Directed IRA • Financial Planning • College Planning • Oil & Gas • NUA • Pre-exit Planning • Corp. Cash Management • Domestic and International Project Financing • Private Placement for Qualified Investors • Land Banking • Forex • Brokerage Solutions (Syndicate Products, Cash Equivalents) • Equity Co...