ABOUT

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I’ve been a licensed mortgage broker in Southern California since 1981, specializing in helping first-time buyers, move-up buyers, investors, and seniors exploring reverse mortgages.

Alongside my mortgage broker license, I also hold a CA Life and Health Insurance license. My focus is on helping clients reduce debt and navigate taxes, particularly by guiding them toward a TAX-FREE retirement. Through safe, long-term investments with zero risk to principal, I show clients how to eliminate the burden of taxes and create financial freedom. It’s time to move away from traditional retirement plans like your 401(k) and build your own private reserve to fund a secure, TAX-FREE retirement. Call me today, and let’s discuss how to make that a reality.

Specialties:  Private Money, reverse mortgages, real estate investments, life insurance, and annuities.

As an AIM-certified professional, I’m also qualified to provide guidance in:

• Tax-Free Retirement Planning

• Social Security Planning

• Mortgage Protection

• Debt Reduction

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