FINANCIAL & INSURANCE SERVICES
I help people secure their financial future. It’s my passion. I believe in the power of teamwork.
Our team of financial advisors has a wealth of expertise from both inside and outside the financial planning industry. We are convinced that understanding your goals and keeping your plan up to date is the best way to ensure your financial well-being.
We are committed to earning your trust.
I recently hosted an international tax podcast for EY (aka Ernst & Young) called ‘Tax & Law in Focus’.
I am also Membership Chair for Indian Wells Rotary Club, an Ambassador for the Desert Business Association and an active member of the Rancho Mirage Chamber of Commerce.
This is my second career. My first was as an anchor for dominant Financial TV network, CNBC for 18 years, first in Europe and then at the New York Stock Exchange.
California Financial Partners, Inc., A Registered Investment Advisor, is a fee-based comprehensive financial planning organization. Securities and Advisory services offered through LPL Financial. A Registered Investment Advisor. Member FINRA & SIPC.
