Our Firm

I have been working with clients since 1990.  I have a California insurance license as well as Series 6,7,63, and 65 securities licenses.  All securities are offered through Sorrento Pacific Financial, LLC., a full service Broker-Dealer, investment advisory services provided through Partnervest Advisory Services, LLC, a Registered Investment Advisor, and insurance services are offered through Partnervest Insurance Servicesor Perry Clifton Insurance Services.  As an Independent Insurance Agent I represent the top companies in the Insurance industry allowing me to provide you with multiple options when it comes to Life, Disability Insurance and Long Term Care.