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California Insurance License #:12789932
I'm a Financial Advisor and the founder of Blueprint Financial Solutions, where I help executives and professionals bring clarity and structure to their financial lives. I specialize in reducing unnecessary taxes, optimizing retirement and employer-sponsored benefits, and building long-term, tax efficient wealth.
Through a CFO-style planning approach, I help clients understand their full financial picture and make confident, informed decisions for the future. I serve clients in partnership with Equitable Advisors, combining personalized guidance with institutional resources to deliver a comprehensive and strategic financial planning experience.