For more than 25 years, I have been helping my clients in developing strategies for meeting their financial goals. Whether it is assistance in selecting a diversified investment portfolio or looking for guidance with a retirement plan, I can help one make an informed decision about their financial situation. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. This information is intended for use only be resident of AZ, CA, CT, DE, FL, GA, ID, IL, MA, MD, MI, MN, MO, NC, NJ, NY, OH, OR, PA, TX, VA, WA. CA Insurance Producer License Number #0H68228.