German understands that meeting clients' financial planning needs begins with building strong and lasting partnerships. This emphasis on loyalty and dedication was deeply rooted in his values long before he became a financial advisor.
Applying the fundamental principles learned over the years working in the health care field as a licensed practical nurse, the basic principles of empathy, being a good listener are at the core of German’s approach.
As a Financial Security Advisor, I am dedicated to learning about your personal goals. Together we will use them to build a financial security plan focused on your specific needs.
Having travelled the world and learning from the different experiences of people from different parts of the globe there are common values we all share regardless of geography – family, health, security and peace of mind.