As a licensed Agent of New York Life Insurance Company I offer a variety of services to help you meet a number of insurance and financial needs, including, but not limited to life insurance, mortgage protection, college funding, retirement, lifetime income strategies, managing costs for extended periods of care, business planning and leaving a legacy. Together, we build the foundation to help protect your standard of living.
How Business Creates Value:
Through insurance and financial planning I help you, people, families and business partners to be able to move on in life by protecting their income, managing liabilities (rent, mortgage, debt…), maintaining the same standard of living, ensuring children can go to college.
How Member Creates Value:
Through a strategic process, I identify your needs and goals. I present you with solutions that are tailored to you. Together we explore them, make a decision and take action. I run a semi to annual review with my clients to track your progress and make any adjustment needed.
Putting you first and Adding value.
I am about building relationships and putting my client’s goals and needs first. I am driven to bring knowledge, solutions, insurance and financial planning to our women, families, entrepreneurs.
It's more than being insured, it's being prepared.
It’s eliminating the “WHAT IF” that keeps you up at night to having peace of mind knowing your family is taken care of even if you can’t be there.
55 S. Lake Avenue, Suite 200,
Pasadena, CA 91101
I'm currently conducting my appointments via Zoom meetings due to Covid-19