Contact detailsEmail: firstname.lastname@example.org
Branch Office: Orange, CA
I have been a small business owner in California for over 25 years. I received a Master’s Degree in Organizational Behavior Management in 1988. It was from that point on that I realized how important a person’s “behavior” was to their success. The same holds true for investing. A client’s behavior can greatly impact their investment success over the years. That’s where a financial advisor can really help.
As a registered representative with Parsonex Securities, I will provide you with the coaching and guidance needed in order to stay on the right path for your retirement and investing goals. I believe that the Client-Advisor relationship is a key ingredient when it comes to investing. I am happy to help you with retirement planning, college savings plans, life insurance and many other investment related services.
I truly enjoy helping individuals and families identify their goals so that we can implement a plan for long term success. This plan would include regular “check ups” to ensure that the plan is still meeting their investment objectives and if necessary, to make changes so that it does.
In my spare time, I enjoy traveling, playing golf, hockey and tennis. I also love spending time with my wife and children.