Born and raised in Southern California, I began my professional career as a Financial Advisor at Northwestern Mutual in November 2000. My specialties were life, disability and long-term care. Over the years my practice evolved and included investments and employee benefits in which I also currently specialize in at K2 Financial Partners. I joined the K2 Financial Team in December 2019, because I believed strongly that the best solutions come from teams that work together and leverage their combined strengths. This collaboration enables us to bring the best quality of service for our clients.
My mission is to bring quality service and information to my clients for them to make the best-informed decision for their future.
- Life Insurance
- Disability Insurance
- Long Term Care
- Employee Benefits
- Retirement Plans
My wife, Juanita, and I live in Santa Ana, CA with our two girls, Antonia and Liliana. I am an active member of my community having served on the Boards of Big Brothers, Big Sisters of Orange County, Human Options and the Orange County Hispanic Chamber of Commerce. My volunteer time is currently committed to my girls and their respective schools. In my free time, I enjoy playing golf and a spontaneous road trip.
California Insurance Lic #0D06869