California Life Insurance License
Contact detailsPhone: 714.867.7283
Branch Office: Tustin, CA
Branch President & Franchise Owner
I am passionate about helping families plan for income during retirement. I also love to teach, train and mentor new advisors.
MY MAIN FOCUS IS RETIREMENT PLANNING
While there are many different ways to invest, I believe in a long-term approach for the biggest financial challenge… retirement. Pensions are vanishing, social security may not be the answer, which leaves individuals increasingly responsible for providing for their own retirement security. My clients are not looking to “trade” or “play the market”, they are looking for long term investing in portfolios aligned with their financial objectives.
I AM INDEPENDENT
Access to the independent market ensures that Parsonex clients can utilize competitive products in pursuit of their financial goals and dreams.
I AM INVESTMENT FOCUSED
My primary objective is to help you with your long term retirement plan.
I AM CLIENT FOCUSED AND VALUES BASED
I do not believe in certain methods, strategies and philosophies. It’s not just what I DO offer, it’s what I DON’T offer by choice that makes me different than other financial services companies.
I BELIEVE IN LIFETIME CLIENT RELATIONSHIPS
While being independent is important in allowing me to utilize the most competitive products, the key success factor long-term is a client’s behavior. I believe strong client-advisor relationships can make a big difference in the attainment of long term retirement goals.