ChSNC™, FSCP®
Insurance Strategies, Investment Strategies (Reg. Reps Only), Special Needs (ChSNC Required), Retirement Income Planning, Charitable Giving, Group Benefits, Risk Management Strategies, Estate Planning, College Funding Strategies
English
I am looking to introduce people to a career as a financial professional where you can take the skills, drive and desire you possess and use them to help individuals and businesses solve their most important financial challenges.
As a Special Care Planner, with the ChSNC designation, I assist families with developing valuable financial strategies with my knowledge of and dedication to the diverse concerns of special needs families.
Coverpath
- Get a quote for term life insurance
Fortuna
- A digital investment platform & a dedicated financial advisor
CRN202207-267436
Check the background of this investment professional on FINRA's BrokerCheck
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