I provide strategic advice and solutions that seek to minimize risk while still proving wealth accumulation. I enjoy building long lasting relationships to learn about client needs, goals and risk tolerances to design customized financial plans and investments. I also incorporate partners that assist in debt management, trust services and estate management.Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA: www. Finra.org/SIPC: www. sipc.org) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Los Angeles Police Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. Pasadena Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.Financial Professional is registered to conduct securities business and licensed to conduct insurance business in certain limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements.California Insurance License # 0E38192CFS representatives do not provide tax or legal guidance. For such guidance, please consult with a qualified professional.