I am an Associate of J.D. Mellberg Financial who was recognized on the 2015 Inc. 5000 list.
Inc. magazine ranked J.D. Mellberg Financial on its 34th annual 5000 list which affirms our strongly held philosophy that helping others with the highest standards of quality and customer service allows us to achieve our own success through the success of others – namely Baby Boomers enjoying greater financial confidence in their retirements.
I have been assisting seniors in southern California for over twenty years by preparing comprehensive financial plans that provide income and wealth management. I specialize in retirement income planning and advise my clients on such topics as how to protect their assets and reduce their taxes and how to diversify their portfolio for growth and stability while creating more income for retirement.
I have a bachelor of science in finance from Arizona State University. My securities license number is CRD 4115211 and my California life and health insurance license number is 0D01713.
I am finance council chairman of St. Elizabeth Catholic Church in Desert Hot Springs California.
I attend J.D. Mellberg Financial’s ongoing biweekly educational webinars and quarterly mastermind conferences for cutting edge training on the most current developments in the financial and insurance industries.