As a Senior Wealth Manager at Wealthpathfinders, I bring more than 24 years of experience helping individuals navigate important financial and insurance decisions, including Medicare. I work closely with clients to simplify their options, explain coverage choices clearly, and guide them toward Medicare solutions that support their long term health and financial well being. My background as both a registered representative and investment advisor representative allows me to integrate Medicare planning into a broader, personalized strategy for each client.
Securities and advisory services offered through Cetera Advisors LLC (doing insurance business in CA as CFGA Insurance Agency LLC: CA Insurance License #0I32305), member FINRA/SIPC, a broker dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity.