I am a Financial Advisor; RFC (Registered Financial Consultant). I am committed to helping people achieve their financial goals for themselves, their families; and businesses by reviewing investments, retirement accounts, education and savings plans.
Yes, my business is exclusively through word of mouth referrals.
Yes, as I approach 25 years in the Financial Services industry, my focus is on growing and deepening relationships through quality personalized service for each client and referral. Networking with other trustworthy professionals in the South Bay Platinum group will enrich the lives of referrals, clients and myself.
As a dedicated member of South Bay Platinum, I will bring Ten "E's" to every meeting: Enthusiasm, Energy, Eagerness, Earnestness, Experience, Education, Effort, Emotion, Encouragement and Excitement.
South Bay Platinum-Networking Group provides me the opportunity to meet weekly with professionals offering a wide variety of services. The accountability factor along with the trust developed week after week allows me to confidently refer these professionals to my clients and referrals. Great group!!
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