Financial Planner

Bilingual advisor securing futures w/protection and retirement planning for you.

Your Resource

Free 30-minute Consultation

The Firm- The Wingate Group

Insurance & Retirement Planning Services | The Wingate Group

Helpful Videos

Living Benefits for Today's Families.

National Life Group | Beneficios en Vida | Testimonio

The Retirement Savings Dilemma

The Swiss Army Knife of Financial Strategies

Life Happens

Helpful Articles/Calculators

My 401(k) Is Losing Money: What Now?

Are you saving enough for your retirement.

Retirement Readiness Checklist: 8 Steps You Need to Take

About this account

planwithcali

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JoinedMarch 2023

Financial Planner has been a member of Linktree for 3 years and joined in March 2023. Besides social media accounts, planwithcali has populated their site with Free 30-minute Consultation, LinkedIn, Insurance & Retirement Planning Services | The Wingate Group, Living Benefits for Today's Families., National Life Group | Beneficios en Vida | Testimonio, The Retirement Savings Dilemma, The Swiss Army Knife of Financial Strategies, Life Happens, My 401(k) Is Losing Money: What Now?, Are you saving enough for your retirement., Retirement Readiness Checklist: 8 Steps You Need to Take.