Personal Information
Organization / Workplace
Phoenix, Arizona Area United States
Occupation
V.P. - Financial Advisor
Industry
Finance / Banking / Insurance
About
Specialties: Providing wealth management strategies including corporate retirement plans, individual retirement planning, college & estate planning.
401(k) & 403(b) Plans
Deferred Compensation & Defined Benefit Plan Design
Common & Preferred Stock
Exchange Traded Funds (ETFs)
Municipal, Corporate & Government Bonds
Certificates of Deposit (CDs)
Mutual Funds
Open End and Closed End Funds
Managed Accounts
Annuities (Fixed & Variable)
Insurance
Contact Details
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