As a 17 year veteran of the financial planning industry and, being based in the San Fernando Valley, I have developed relationships with many professionals who provide my clients with a wide array of products and services. One of the best compliments a professional can receive is a referral from a satisfied client, associate or referral partner. Below is a list of the professionals with whom I work with. Should you are in need of any of their services, please contact me so I can provide you with their information and arrange a personal introduction.
Like my referral partners, I always appreciate the opportunity to help people just like you. If you need some help or you come across someone you know that needs help with their investment decisions or life insurance needs please let me know. Here are five statements that people commonly make that could lead to a good referral for me:
#1 My advisor never communicates with me
#2 I do not understand what investments(s) I have, I need a consultation
#3 I just changed jobs / just got laid-off (401k rollover)
#4 I am not satisfied with the interest rates that banks offer
#5 I am thinking about Life Insurance or Long Term Care Insurance