Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.

(Annuities, Insurance, and Mortgage) I have been a licensed CA mortgage broker in Southern California since 1981. I work with first time buyers, move up buyers, investors, as well as seniors who may be in need of a reverse mortgage. In addition to the mortgage brokers license I also hold a CA Life and Health Insurance license. My goal is to educate my clients on how they can achieve a true TAX FREE retirement by using a safe, long term investment with no risk of principle loss what so ever. It’s time to retire your 401(k) and set up your own private reserve to fund your TAX FREE retirement. Call me and I will show you how. Specialties: Conventional, FHA, VA, commercial loans, reverse mortgages, real estate investments, life insurance, and annuities. In addition, I am uniquely qualified as an AIM professional to provide information in the following areas:Tax-Free Retirement Planning Social Security Planning Mortgage Protection College Planning