Our online application questions and real time underwriting enable us to calculate the best price for you.
I am currently a Chartered Life Underwriter (CLU®) candidate at The American College, the CLU® designation is respected internationally as risk management’s highest standard of knowledge and trust. This knowledge means that I can assess exactly what you need, and choose the carrier that has the policy for you. Too many honest people get pulled into bad policies; we won’t let that happen to you. We choose to work only with quality insurance carriers with honest, high quality policies.
So now you can relax. You’re in good hands.”
“I began my career at a private Wall St. based investment firm in New York City, helping families and business owners create and implement financial plans for their future. I always enjoyed having a close relationship with my clients, and I found that I became truly invested in their future. It was during these years that I realized my passion: giving my clients the financial security they need. I loved setting their financial goals and crossing them off, I loved knowing that we were providing peace of mind for them, their families, and their businesses.
Identifying and mitigating the financial risks that affect every one of us became my forte, and, alongside my business partner and life partner, Olga Espiritu, CFP® of Tree of Life Wealth Advisory Group, we founded our own company: Tree of Life Taxes and Insurance.
The responsibility of being entrusted with my client’s hard earned money is not one I take lightly. For years, I have continued honing my skills and expertise in the finance industry. Besides acquiring several investment industry licenses, I expanded my overall financial planning knowledge by becoming a Certified College Planning Specialist™, an Education Loan Analyst™ as well as a Registered Tax Return Preparer with the IRS.
We have a great history to start our company.
Our expert team members will assist you.
» A Team of Specialists In Their Respective Fields (CPAs, Attorneys, Certified Financial Planners, Insurance Brokers, Investment Advisors, etc.)
» Custom-Tailored Tax Savings Strategies & Retirement Solutions
» Wholistic Financial Planning Approach For Families, Business Owners & Self-Employed Professionals
» A Review of the Risks, Weaknesses & Threats That Could Leave Gaps In Your Financial Future & Estate
» Our mission is to provide quality and innovative financial strategies and solutions, while maintaining the highest ethical standards in the best interest of the clients we serve.
» Our goal is to guide you and to provide education in various areas of the financial planning process, helping you build strategies for long term success.
