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Welcome to my professional website, where you can begin your financial journey!
My goal is to ascertain your level of experience and understanding, assess your needs and interests, and obtain all the necessary and pertinent information from you so we can match this with the appropriate available financial strategies in the Cetera Advisor Networks LLC marketplace. This marketplace is a wide- ranging cross-section of the global financial landscape, where Cetera Advisor NEtworks LLC conducts the research and due diligence for us, so that we have competitive choices for all your financial needs.
My 23 years of experience, coupled with the accumulation of broad professional formal education helps me to offer individuals, families, and small businesses: Financial Planning services to establish a written financial action plan , Estate Planning analysis, Retirement Planning solutions, Wealth accumulation strategies, Insurance advice, and Education Planning.