Team Financial Partners
Business or Service Type
Business License Number
CA Lic. #0F75920
I provide financial guidance to families and businesses by focusing on goals and desired outcomes. I look at you and your economic life value holistically to ensure that we protect your most valuable asset: your earning potential.
With the support of Team Financial Partners, a general agency with the insurance companies of OneAmerica®, I offer a wide range of products and services to help you with protecting your income, assets and legacy.
As a military wife, step mom and 30 years a professional business woman, I know first-hand the intricacies of a family’s financial well-being. Using skills in these areas help define the needs of clients by listening, analyzing and redefining the picture of asset protection and retirement strategies. Currently, I hold a FINRA Series 6 and Series 63, Life and Health Insurance, Long Term Care and Property and Casualty license. To keep up with the laws and regulations concerning retirement strategies, I continue my education on a regular basis.
Insurance Licensed in Ca #0F75920
Registered Representative of and Securities offered through OneAmerica Securities, Inc. A Registered Investment Advisor, member FINRA, SIPC. Team Financial Partners is not an affiliate of OneAmerica Securities or the companies of OneAmerica and is not a broker dealer or Registered Investment Advisor.
California, Southern California, Texas and Utah
Focusing in Small Business Retirement Strategies, Business Exit Strategis, Individual Retirement Strategies. Long Term Care, Life, Disability and Health Insurance.