Financial Advisor at Merrill Lynch (Seal Beach office)
Individuals/families and small businesses (under 15 employees) through the complexities of the markets. My partners and I are registered with the NFLA as registered financial advisors, working with current and former professional athletes, educating them on the process for disability benefits plans, resources available after their playing careers are over as well as a financial resource.
-Introductions to those curious or uncertain about the market/retirement
-Real Estate Investors waiting on the sidelines.
My partners and I work according to the Fiduciary Standard eliminating conflict of interest and complete transparency of fees associated with advisory services. No costs, comprehensive review leaving the client with a better understanding of the different options they have and clarity of their current investment strategy.