History
After working out of an office in San Jose for nearly three years, I decided to open a site closer to my Dublin home. With the help of my partner and mentor, Chris Bulman, I opened the Pleasanton Cornerstone Financial Partners office in April of 2014.
Specialties
I'm an independent financial services agent who specializes in helping families protect their assets and more importantly their loved ones. Life insurance, Disability Insurance and Annuities have several uses and features that many people aren't aware of; however, I make them easier to understand and implement. With my independent status, I don't work for any one insurance company; I work for my clients. This allows me the flexibility to find the best fit for their unique situation. Specific Products and Services: - Permanent Life Insurance (Whole Life, Index Universal Life and Universal Life) - Term Insurance - Disability Insurance (Income Replacement Coverage) - Annuities (Fixed Index Annuities) - Social Security Planning - Retirement Income Planning and Strategies