BIO
&
CERTIFICATIONS
With ten years in the Insurance industry, comes a vast knowledge of every insurance product, state rule, or federal law that covers Brokers and Financial Advisers. After a history of working in 37 Countries, and living in Japan, Mainland China, and the Caribbean for a combined 14 years, I’ve helped put together highly successful investment and entertainment projects worth hundreds of millions for my clients. This background has uniquely prepared me in developing ways to help my clients improve their financial planning.
Life & Health Broker-Agent License
California Department of Insurance
Surety Bond Certification & Appointment
CNA Insurance
Property & Casualty Agent license
California Department of Insurance
Disability Insurance Certification & Appointment
Mass Mutual
Long Term Care Cerification
California Department of Insurance
Annuities Certification
California Department of Insurance
BA Business Administration; Communication; Psychology • University of Michigan