CA Insurance #0B53214
After working in a large Banking/Brokerage firm for over 16 years, I decided to establish Midas Wealth Group and join LPL Financial. Large corporations, advisors typically maintain 500 clients or more. My goal was to work with an exclusive clientele of individuals and create a diversified array of services in retirement planning. I joined LPL Financial in 2009 and accomplished this goal. Now being a Financial Advisor in the industry for over 27 years I have been able to:
- Create a blueprint of their current budget.
- Develop a retirement wheel to forecast income at future dates, showing my clients the different avenues of all future income. We personalize the wheel to their specific retirement dates they choose.
- Ongoing monitoring of their plan to adjust, change or maintain their plan.
- Diversifying their investments to optimize their asset allocations.
- Finding areas to supplement their future income.
- Working directly with their team of trusted advisors, such as attorneys, realtors and CPA’s.
I am a California native, married for a little over 30 years and we share a daughter, Jessica, who is living her dream. I am dedicated to my clients and to the process of their planning.
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