Jeanne has over 20 years of experience in the insurance and investment industries, specializing in client development and management. Her mission is to guide her clients through a financial process that helps organize their financial life by aiming to minimize taxes, minimize risk and maximize their protection and cash flow. Her process has the propensity to create security and prosperity for individuals and business owners by providing guidance, accountability and execution of financial strategies.
Series 7, Series 66, Life & Health licensed
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian.CA Insurance License #0L47401