With my experience, training and knowledge of financial products and services, my clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.
I am part of a financial planning team at Equitable Advisors. We focus our time meeting with successful individuals, responsible families and business owners in the Greater Washington, D.C. area. Our team's concentration is in wealth management strategies and insurance planning with an emphasis on tax-efficiency. Working with our team may include helping an individual invest for retirement, assisting families with long term care planning or helping a business owner protect, preserve and pursue more value from their business, more tax efficiently.
CA Insurance License # 0I82809