California Life Insurance License
Contact detailsPhone: 951.278.8300
Branch Office: Orange, CA
Dual Registered Financial Professional
With over 20 years in the tax business I bring my love of fixing problems in tax situations to fixing problems in all areas of finance.
I take a coaching attitude to a client’s financial planning. We would sit together and find out about each other before giving any recommendations, at Parsonex we don’t sell products. The coaching includes a complete road map to your financial future. It’s not about selling something to you, it’s about guiding you and your family to reach your goals and dreams.
As an independent agent I am not tied to anyone company because I don’t believe one company has the right solution for every client.
So if you don’t have a financial professional or you are at least open to a second opinion then you and I should sit and have a conversation over a cup of coffee. Either I tell you what you have is awesome or I present you with a better plan for your life. Either way, the coffee is on me.