• UBS Financial Services, Inc.

    • Long Beach Young Professionals Group (LBYP)
    • Financial Services & Advisors
    301 E. Ocean Blvd., Suite 1600
    Long Beach, CA 90802
    (562) 495-5556
    (855) 531-3861 (fax)
    • About

      I am a Registered Paraplanner dedicated to providing quality, comprehensive planning and asset management to individuals, families and businesses. I see my role as an educator and risk mitigator. I invest time and resources to help clients make smarter, better financial decisions, while reducing risk wherever possible. I offer complete asset management and fee-based planning.

    • Whom to Contact