Have been a Licensed Mortgage Consultant since 1989.  I am a Certified Financial PlannerTM.  I am also a Registered Investment Adviser with the State of California.  
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More Business Info

As a CFP and as a professional, I always conduct business in the best interests of my client. Not myself or my company but my client.

Hours
Regular Hours
Mon - Fri:
Sat - SunClosed
Extra Phones

4089578900: 408-217-6193

Services/Products
Financial Planning, Investment Planning (No assets under management fee), Insurance (Home, auto, and Life), Tax Planning, Estate Planning, Retirement Planning, and Annuities. Also offer mortgages and reverse mortgages.
Payment method
check, all major credit cards
Location
I am located in the Minnis Professional Building located across the street from the Milpitas Police Dept.
Neighborhood
Sunnyhills
Associations
Financial Planning Association
Categories
Financial Planners, Annuities & Retirement Insurance Plans, Homeowners Insurance, Life Insurance, Mortgages