About Us

My Qualifications

Below is a list my of background and qualifications in the areas of financial planning to help you pursue your goals.





 


  • Financial Consultant of Equitable Advisors since 2001. 
  • The designation of Retirement Benefits Specialist Tax Sheltered Plans earned in 2003.  

     
  • Promoted to Vice President of Equitable Advisors Western Region, Las Vegas, NV, 2005.

     
  • Awarded the title of Retirement Planning Specialist by Equitable Advisors based on the receipt of a Certificate in Retirement Planning at Wharton School, University of Pennsylvania, 2007.

     
  • FINRA's series 7,66 and 24 licenses currently held as well as the Nevada state Life and Health Licenses.

     





 


I am dedicated to developing lasting relationships with all my clients. I believe in helping each person become confident in assessing his or her financial goals and participating in the financial management process. One of the benefits of working with me is my ability to provide clear, easily understood explanations of financial products and services. The personal program that I can provide is a roadmap to working toward a more secure financial future.











California Insurance License #: 0E65259

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Equitable Advisors, LLC is an Equal Opportunity Employer M/F/D/V

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

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