I was born, one bright day in the middle of the night, back on February 5th, 1957, in Boston, Ma. I have traveled quite extensively in my life, and have lived and traveled overseas in Italy, Germany, Switzerland, France, and mainly central Europe.My father was a self-made man of Italian descent, and his expertise was running restaurants in New York City. What he learned early on is to have one’s money working hard so that you don’t have to. When my father was about 35 years of age became a heavy investor in the markets and quit work, so I was raised in the environment of buy, sell, hold, and the continuous review of stock charts and investment articles. Since I was raised the old fashion way….. if your father was a carpenter then you would become a carpenter….. thank God my father was a heavy investor because when I was 12 years old, I wanted to become a broker. Education was very important to my family so after graduating from Palm Spring High School, I was off to college. My freshman year at college I went to United States International University in Evian, France. After my freshman year, I transferred to the University of San Diego, where I graduated in 1979 with a B.B.A.
I am currently operating as a branch office of Independent Financial Group, LLC (IFG). IFG allows for commission brokers to operate as normal. IFG realizes that there are a lot of clients who like to pay as they go instead of paying monthly or quarterly fees.At my firm, there are no quotas, no fund of the month, no pressure to sell anything to the clients. The atmosphere and culture of the organization is deeply rooted in customer service, so that we can focus on your needs, wants, and your goals. Whether to fund your retirement, or make sure your kids or grandkids will have enough funds to go to college, we are here to help and do what is in the best for the client.
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