Our Qualifications

We make strong commitment in ourselves towards continuing education, certification, licenses, and classes from distinguished business schools for executive professionals. This allows us to have the in-depth knowledge and experience to help you find the possible solution for your financial and insurance needs.


Our executive team have combined industry experience of over 60 years. In addition, we are independent financial and insurance consultants, with no conflict of interest as we put our client's best interest as our top priority.


  • Insurance licenses for Life Insurance, Medical, Disability, Long Term Care, and Property & Casualty
  • Certified in Long Term Care designation (CLTC)
  • Certified for Covered California Program
  • We are trained and certified to help reach and enroll millions of Californians through the new health insurance marketplace
  • Degree in Business Administration with concentration on Classical Finance
  • Retirement Strategy Program certification from globally distinguished The Wharton School
  • Registered Financial Consultant designation (RFC)
  • Series 6, 63, and 65 securities licenses for investments in mutual funds and other investment related financial products



  • Distinguished recipient of multiple President’s Awards
  • Recipient of multiple Master Council Awards
  • Recognized as "Ethics Approved" by the prestigious IARFC (International Association of Registered Financial Consultants)
  • Authors of a newly published book titled " What they don't teach you in medical & dental school"