Qualifications and Licenses

Investment Advisor Representative

Securities and insurance licensed since 1990

Long Term Care, Life, Health and Disability 

Series 6, 63, 65 licensed through KMS Financial Services, Inc.

Agent appointments with Kaiser Permanente CA,  Blue Shield of California, Anthem Blue Cross of California,Covered CA, Prudential, Jackson, VOYA, Allianz, and others.

MBA

This site is for informational purposes only and is not an offer to sell or a solicitation of an offer to buy any securities or investment advisory services which may be referenced herein.  We may only offer services in states in which we have been properly registered or are exempt from registration.  Therefore some of the services mentioned may not be available in your state, and if not, the information is not intended for you.