ºÝºÝߣ

ºÝºÝߣShare a Scribd company logo
Personal Information
Organization / Workplace
San Bernardino, CA United States
Occupation
Wealth Manager
Industry
Finance / Banking / Insurance
Website
About
My focus is on helping individuals develop and execute plans that are designed to build and preserve their wealth while maintaining a socially responsible standard and are in line with their values. Please view our website for more information regarding the full complement of our services.
Contact Details

Presentations(15)Ìý

See all
Retirement Savings Challenges for Women
Retirement Savings Challenges for WomenRetirement Savings Challenges for Women
Retirement Savings Challenges for Women
Ìý
Introduction to Annuities
Introduction to AnnuitiesIntroduction to Annuities
Introduction to Annuities
Ìý
Special Needs Planning
Special Needs PlanningSpecial Needs Planning
Special Needs Planning
Ìý

Documents(4)Ìý

See all
Empowering Women: Top 6 things AFTER
Empowering Women: Top 6 things AFTEREmpowering Women: Top 6 things AFTER
Empowering Women: Top 6 things AFTER
Ìý
Empowering Women: Top 10 things BEFORE
Empowering Women: Top 10 things BEFOREEmpowering Women: Top 10 things BEFORE
Empowering Women: Top 10 things BEFORE
Ìý
Understanding Trusts
Understanding TrustsUnderstanding Trusts
Understanding Trusts
Ìý