Financial Services - Laguna Hills, California, United States
As a Registered Investment Advisor and Financial Coach, my primary objective is to provide my clients with the truth of investing, so they can make educated choices about their financial future. Passionate about delivering this message, I excel in coaching my clients to understand how investments work and how prudent investing is accomplished through achieving capital market rates of return. I also teach and advise individuals on the 7 deadly investors traps that destroy wealth and how to avoid being caught in those mistakes. I have written both newsletters and publications on issues dealing with financial planning, prudent investing, insurance preparedness, estate and tax planning concepts.
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