Multilingual Advisor, providing comprehensive financial services with a highly personal level of communication, accessibility and accountability to both domestic and international clients since 1996.
Developing and managing diversified portfolios for individuals and corporate entities. Working together in seeking to preserve and grow wealth. Helping to pursue financial and Life goals.
The investment climate has never been more exciting or more challenging than it is today.
To take advantage of all available opportunities, investors need two things: an understanding of which investment products are most appropriate for their situation and a relationship with a trustworthy representative who has a clear understanding of their needs.
By keeping clients' objectives in focus, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant, I maintain a constant commitment to putting service first. I'll be happy to help you make sense of today's investment climate.
Specialties: Comprehensive financial planning, retirement and risk management services, wealth management, estate planning, traditional and alternative strategies.