Antonio has successfully served his clients since 2004. His process begins with taking the time to listen to his client's personal financial needs. Once he understands their concerns and real objectives, he provides a customized financial plan designed to reach their goals and give them a feeling of wellbeing. His focus includes retirement planning, investment planning, contingency planning, insurance risk analysis, and estate planning strategies. He works with his clients to help address their current needs with a vision of achieving long term financial goals.
Antonio’s business experience includes nearly 20 years in senior management, with responsibilities for developing multi-million dollar projects and supervising hundreds of people. His exceptional communication skills give him a keen insight into the practical needs of those with whom he works.
Antonio earned a BA from Chapman University and a MBA from Loyola Marymount University.
CA Insurance License #0E61057
In Retirement:"Sounds like a good time to return to my surfing career."