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Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.

CA Insurance License: 0M39330

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Item Reviews - 7

Anynomous

"

A great way to make sure all your employees are on the same page. #biztipthursday

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07 February 2023

Anynomous

"

Looking for ways to boost the value of your business? Try these on for size! #biztipthursday

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31 January 2023

Anynomous

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There are many ways to have an impact on social media without spending a lot of money. #biztipthursday

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24 January 2023

Anynomous

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There is strength in numbers…. And great opportunity too! #biztipthursday

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17 January 2023

Anynomous

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Cars, vacations, and other personal expenses should be just that -- personal. #biztipthursday

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10 January 2023

Anynomous

"

Share, share, that's fair. Its also great for company culture. #biztipthursday

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03 January 2023

Anynomous

"

What to do before or after 'I Do'.

If you're an Engaged or Newlywed couple, live in the San Francisco Bay Area and haven't had the 'Financial Talk', you are invited to attend.

I am licensed to sell insurance in: CA, CO and securities in: CA, CO. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, member SIPC (www.sipc.org). Supervisory address: 3003 Oak Rd, Suite 250, Walnut Creek, CA 94597

"

07 August 2023

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