My Background

 

As a Financial Advisor, I sincerely believe that most people want to do what's right: right for themselves, right for their families, and right for their communities. In fact, that's one of the reasons I joined the company back in 2014. After 20 years working as a business owner in Sports Medicine, I wanted the opportunity to work somewhere that made it easy for other people to do what was right, and more importantly, made it easy for me do right by them.

You can take comfort in the fact that I have been a proud resident of the San Diego community for 27 years, and therefore have a vested interest in seeing my friends and neighbors succeed. As a loving husband and father, I have many of the same hopes and aspirations as my clients and am happy to share with you all the resources and information New York Life has to offer.

Depending on your needs, I can introduce you to some ways to help protect your family's lifestyle and future; or prepare for major financial events such as paying for college, saving for retirement, or caring for an aging relative. If you're wondering about my qualifications, you might find it reassuring to know that I am a Financial Adviser offering investment advisory services through Eagle Strategies, LLC, a Registered Investment Adviser. I am also a Registered Representative licensed to sell securities through NYLIFE Securities LLC (member FINRA/SIPC), as well as an agent licensed to sell insurance through the New York Life Insurance Company. In addition to my years of experience, I hold a BA in Chemistry from The University of San Diego and an MA in Education from San Diego State University. I am also a graduate of New York Life's Top ranked1 training program, NYLIC University, and have been named to New York Life's Executive Council2.

Of course, my background isn't really the one that matters. To be the best possible agent, I've found that getting to know my clients – their hopes, dreams and goals for the future – is the most important step. So if you're looking for someone that's ready to put their expertise and experience to work for you, please let me know.

Neither New York life Insurance Company, not its agents, provides tax, legal or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.

1NYLIC University was honored in Training Magazine's list of Top 125 corporate learning programs in 2012 and 2013.

2Awarded by New York Life Insurance for production.

3Million Dollar Roundtable (indicate Lifetime or Qualifying Year and the year qualified for Qualifying member): MDRT is recognized throughout the industry as the standard of excellence in life insurance sales performance.

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November 13, 2018 @ 11:32 AM

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