I’m a Certified Financial Planner practicing in Southern California since 1994. I help individuals and small business owners in terms of Financial Planning. I cover areas of Financial Planning which include Retirement and Estate Planning, Investment and Insurance Planning and College Funding. I live in Orange County with my wife.
Hometown: Anaheim, CA United States
Occupation: Certified Financial Planner
Interests: Travelling, Hiking, Tennis, Golf, Skiing.
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