Insurance Strategies, Business Owners, Retirement Strategies, College Funding Strategies, Group Benefits
I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit and retention services, business continuation strategies, and trust services.
- Get a quote for term life insurance
Check the background of this investment professional on FINRA's BrokerCheck
Universidad de Lima (1989-1994)
IE Business School (1997- 1998)
Georgetown University (2006-2009)
Carleton University (2014-2015)