Wealth Advisory Specialist
Suite 1900
Sherman Oaks, CA 91403
toll free: 800-237-4821
fax: 818-382-5768
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BA - Studies
San Diego State University
San Diego, CA - CFP
College for Financial Planning
Denver, CO - Professional Designation in Personal Financial Planning, 2001
University of California - Los Angeles (UCLA) - Series 7 - NYSE/NASD Agent, 1996
Registered in Various States - Series 63 - Securities State Agent, 1996
California - Series 65 - Investment Advisory Agent, 1996
California - Insurance Licensing, 1996
Life, Health, Disability and Variable Annuities
California
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Financial Planning Association (FPALA)
Los Angeles, CA - Sherman Oaks Chamber of Commerce
Past President, 2006
Sherman Oaks, CA - Porter Valley Country Club
Business Alliance
Porter Ranch, CA
- Wealth Management
- Asset Management
- Estate Planning
- Trust Services and Accounting
- Lending Services
- Corporate 529 Plans
- Private Banking
- 1996 - Present: Morgan Stanley Smith Barney*
Financial Advisor
Sherman Oaks, CA
- Are you ready for retirement? We think of retirement as part of the bigger picture- your life. Whatever you have in mind, the ideal is to have the flexibility to make choices based on what you want to do, not what you have to do. Call to develop a plan for achieving the retirement you envision.
- The amount of income you’ll need in order to live comfortably once you retire may be more than you think. To help make sure you’ll be able to sustain the retirement lifestyle you envision, ask us for a Personal Wealth Audit.
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