Certified financial planner & financial advisor
As a Financial Advisor offering viable financial & insurance strategies, I am qualified and trained in providing technical consultancy on a range of financial issues – from evaluating insurance and retirement needs to helping clients grow their assets.
After 15 years of working in the financial planning sector, I laid the foundation of Blu Financial Planning with the aim to serve professionals and small business owners on the brink of retirement, who need a retirement plan that is specifically designed around their lifestyle and beliefs.
My mission is to be transparent with my clients and provide honest professional advice that is truly in their best interest. I consider long-term relationships built on trust and integrity to be my strength in this business.
- Retirement planning
- Insurance planning
- Wealth management
- Long term care
- Buy/Sell agreements funded with life Insurance.
- Executive bonus plans
- Key-Man Insurance
- Certification (CFP®), from the American College of Financial Planning
- Bachelor of Science from UCLA
- Masters of Science from UC Irvine
Your money is in experienced hands
I believe in building & maintaining close client relationships, based on trust, mutual respect, and integrity and give my absolute 100%, working tirelessly to help you achieve your financial goals. This is a promise I make, and intend to keep.