My Background

My Background

My Background

As a New York Life Agent, I sincerely believe that most people want to do what's right: right for themselves, right for their families, and right for their communities. Unfortunaately life gets in the way and can easily distrct us from taking the time to plan. After 20 years working in the financial markets with people of interest, governments, local governments and institutions both local and abroad, I wanted the opportunity to work somewhere that made it easy for people, families and businesses to do what was right, and more importantly, made it easy for me do right by them.

You can take comfort in my involvement as a resident and advocate for change in the Bay Area community for 16 years, and therefore have a vested interest in seeing my friends and neighbors succeed. As a loving father of three boys, I have many of the same hopes and aspirations as my clients and am happy to share with you all the resources and information New York Life has to offer.

Depending on your needs, I can introduce you to some ways to help protect your family's lifestyle and future by taking both a macro and micro perspective on your advanced planning goals; or prepare for major financial events such as paying for college, saving for retirement, or caring for an aging relative. If you're wondering about my qualifications, you might find it reassuring to know that I am a licensed agent to sell insurance through the New York Life Insurance Company as well as a registered representative licensed through FINRA.

Of course, my background isn't really the one that matters. To be the best possible agent, I've found that getting to know my clients – their hopes, dreams and goals for the future – is the most important step. So if you're looking for someone that's ready to put their expertise and experience to work for you, please let me know.

Neither New York life Insurance Company, nor its agents, provides tax, legal or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.

 

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October 19, 2018 @ 09:41 AM

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