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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