Personal Information
Organization / Workplace
Orange County, California Area United States
Occupation
Consultant
Industry
Finance / Banking / Insurance
About
I am proud to be a representative of RCW Financial where I work directly with individual investors, investment advisers, and their tax & estate professionals. My goal is to provide my clients with the opportunity to successfully incorporate investment grade rare coins into their portfolio as part of a well-balanced, diversified approach to investing and estate planning.
I have a deep understanding of monetary policy, political influences, and various tax exposures. I also understand many of the challenges facing investors today. This has given me the ability to help my clients navigate through the uncertainty by offering non-correlated and innovative financial solutions.
RCW currently...