As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together with strategies to help preserve and grow wealth, youll have access to some of the worlds most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices NMLS # 1279361 CA Insurance # OC12199