Overview

My practice primarily focuses on company 401(k) retirement plans, consulting and employee education. In addition, life, disability, business buyout, key person and long term care insurance are other services provided to business owners and their employees. Making a transition to fee based. Fluent in Spanish

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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