Most people have adequate financial resources. Most people know how they want to live their life. They just need help putting these two together. I have a passion for helping people do this. If you’re looking for help connecting the “dots” between your money and your life, I’d love to help you. Maybe you want to know when you can retire, or how much you can spend on your child’s college education. Or you want to know what impact a career change or a move will have on your future. These are just some of the many problems I’ve helped people solve. Seeing the results, and seeing their relief, is why I enjoy what I do. I have over 30 years of financial advisory experience. I’m a CERTIFIED FINANCIAL PLANNER® professional, and I have a life and health insurance license with the State of California (#0735498 ). I’m a member of the Financial Planning Association (FPA), and have served on the Orange County FPA board of directors. I manage the financial planning and insurance divisions of AFG.
Anchor Financial Group
Serving Clients in these States