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Sacramento, California Area United States

Wealth Advisor at UBS Financial Services, Inc.

Finance / Banking / Insurance

**By joining my network, you consent to the disclosure of your contact information and relationship with UBS to others on LinkedIn, including employees of UBS and its affiliates.** There are many ways to advise a client - from a financial plan to investment strategies to smart execution of ideas. I believe these are critical foundations for success. But what truly delivers more value to my clients, is exporing every avenue to uncover and solve problems and identify goals. I know the critical quesitons to ask and listen closely to what you say. **Registered States**CA,FL,GA,HI,MI,NC,NY,TX,WA