Change happens – sometimes planned, often unexpected. It’s critical to know trusted advisors who will take the time to review and revise you’re financial strategy. At JAG Financial we have the ability to address your specific financial planning needs.
Having been a Financial Advisor since 1995, I am well prepared to handle your financial planning needs. Beyond my work experience I have a degree in Finance with an emphasis in advanced investment analysis from California State University of Fullerton, which allows my clients the confidence of knowing that they are in good hands. As an independent Financial Advisor with LPL Financial, I have access to a vast number of products and services available. Working with an independent Advisor is a must in today’s complex web of financial services. Objective, independent advice is what I deliver to clients. LPL Financial does not manufacture any proprietary products, therefore allowing me to seek out the best possible strategies for my clients.