Phone Number: (949)-218-7911
Email Address: firstname.lastname@example.org
24422 Del Prado Ave. #13
Dana Point, CA 92629
Dreams can become reality with a thoughtful plan and the discipline to follow it.
Having spent 22 years in the corporate financial planning world I learned that planning makes sense and creates value at the bottom line when properly executed. I also learned I preferred to create my own destiny, so I left my corporate position with my acquired skills in tote to build my business of helping individuals reach their financial goals.
After undergoing an industry training program with Morgan Stanley in Newport Beach, I joined Zuk Financial Group in 2003 because I wanted the freedom to build my practice without regard to specific investment plans, products or platforms. Today I enjoy the independence I craved and use the professional skills I’ve developed working with educators as well as self-reliant, professional women to achieve their financial goals.
In my investment advisory and financial planning practice, I represent a complete spectrum of mutual fund families, stocks, bonds, annuities, and life and LTC insurance programs. Clients’ financial priorities are unique and by spending time with them to learn and appreciate their situations, I am able to provide solutions consistent with their needs and goals. Good communication is the heart of any successful collaboration and a key component of my approach to working with clients in a financial planning capacity. My clients can expect comprehensive analysis, effective and ongoing dialogue, and implementation and monitoring of an agreed upon plan or solution that is easily measured against their expectations.
I am passionate about what I do. My process is client-centric and solution-oriented. Whether it’s helping my educator clients maximize their State Teachers Retirement System (STRS) or Public Employees Retirement System (PERS) pension benefits or developing a financial plan for a self-supporting, professional woman who wants to achieve financial wealth and independence, I strive to be the most trusted advisor to my clients. It’s both my challenge and my reward.
Let me prove this to you.
Securities Licenses: Series 7 with LPL Financial and 66
CA Insurance Lic. #0D82095
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Valley Wealth Strategies, a registered investment advisor. Valley Wealth Strategies and Zuk Financial Group are separate entities from LPL Financial.
Get important facts about an investment professional's background at LPL Financial.