As a Financial Planner with the Wealth Strategies Group, An Office of MetLife, I possess the education and experience required to assist clients with their financial plans and to help them meet their long-term financial goals.
I work closely with my clients to:
– Define your personal financial goals
– Allocate your assets based on your own tolerance for risk and time-frame
– Implement your strategy with products and services that help meet your needs. Of course, you are free to implement your plan at the financial institution of your choice.

I have been in the field of insurance and financial planning for the past 20 years. My personal goal is to become a lifetime resource for each and every client. I am licensed to sell life insurance in California, Nevada, Arizona, New York, New Jersey, Florida and Hawaii and securities products in Arizona, California, Hawaii & Nevada. I remain committed to building long-term relationships with my clients and to helping them to achieve their goals, drawing upon my knowledge, experience, and world-class planning tools, I build financial freedom for my clients.

At MetLife, I have access to a wide variety of financial services professionals, including insurance, investment, business, trust, and other professionals. I will work closely with you and your own advisors, such as your attorney or accountant with one set of goals in mind – yours.

Employed by:

Wizman Insurance

Events Associated with this Individual:

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