One of the biggest challenges we face in life is to achieve a secure plan for retirement. Regardless of whether you work in public service, education, for a large company or are a small business owner, helping people realize their dreams has been a passion of mine since becoming a Financial Advisor over 30 years ago. Making saving and investing a top priority is an important starting point to this end. It is also important to have a knowledgeable advisor to help you attain your investment and retirement goals.
My focus is on supporting individuals at every stage of life in planning and investing for their future. I am a big believer in the future value of annuities and utilize a tool called a Personal Retirement Calculator (PRC) extensively to highlight that value. My clients include public and charter school educators, high network individuals, and come from all walks of life. Many are still working while some are nearing or enjoying retirement now.
As an independent advisor with PlanMember, I can help put a plan in place for your future. You can choose from a broad spectrum of investment options, including professionally managed mutual fund accounts and insurance programs. You will also enjoy the benefits of membership through the PlanMember Services Program, a comprehensive retirement planning system designed to help take the mystery out of saving for retirement. And, you can choose the level of service that is right for your personal investment style.
I have a B.S. in Engineering from Penn State University and an MBA from San Diego State University. I have been involved in financial services since 1985, primarily as a wholesaler of retirement plan and investment management services.
I am married with two high school aged children, my wife is employed as an internal wholesaler for a mutual fund company, and I am an avid reader, particularly in the genre of History. I have read a biography on every U.S. President.
I am a Lector at Our Lady of Joy Catholic Church and a volunteer with the baseball program at Notre Dame Preparatory High School.
Licenses/Credentials: Series 7, 24, 63, 65 & 66.
Contact me today at (623) 850-0016 so we can create a custom savings and investment plan that will help you achieve your secure plan for retirement.
7500 E. Pinnacle Peak Rd.
Scottsdale, AZ 85255
Phone: (623) 850-0016
Before investing, carefully read the prospectus(es) or summary prospectus(es) which contains information about investment objectives, risks, charges, expenses and other information all of which should be carefully considered. For current prospectus(es) call (800) 874-6910. Investing involves risk. The investment return and principal value will fluctuate and, when redeemed, the investment may be worth more or less than the original purchase price.
Asset Allocation or the use of an investment advisor does not ensure a profit nor guarantee against loss.
Representative registered with and offers only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC. PlanMember is not liable for ancillary products or services offered by this representative and One2One Wealth Strategies. One2One Wealth Strategies and PlanMember Securities Corporation are independently owned and operated companies. PlanMember Financial Corporation • 6187 Carpinteria Avenue • Carpinteria, CA 93013 • 800-874-6910