As a Personal Financial Representative in Newport Beach, I’ve gotten to know many local families. I understand that when it comes to planning for your financial future, each person’s needs are unique. That’s why when you contact me at my Newport Beach office, you’ll receive personalized service based on your needs. I look forward to helping you prepare a strategy to achieve your financial goals. From education to retirement, my ongoing priority is to help you to create a financial strategy to achieve the peace of mind that you deserve.