Overview

I own an old life insurance agency but I also manage assets with C Schwab and Matson Money. I was with INGFP for 12 years or so but I am an independent RIA now. I primarily work in the Social Security marketplace but I have over 350 clients from life insurance to annuities to mang'd money to employee benefits.


Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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