Foothill F.I.S.
Guiding you on the right path towards a secure retirement.

Knowledge

I have a deep understanding of all of the products that I offer to my clients, and how those products will benefit them.

Expertise

My expertise lies in my ability to protect my clients portfolio through the use of products and planning.

Trust

I take great pride in my clients consistently coming back to me for advice, and referring me to their family and friends.

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Our Process

Our Tested & Proven Process

At Foothill F.I.S., everything that we do has a reason. From step one to step three, every action is intentional to get you to the best financial place possible.

During this meeting, we’ll aim to get to know who you are and what you want.

You will receive a custom strategy to help you reach your unique financial goals.

We’ll put the plan into action using the best financial instruments at our disposal.

We monitor our clients’ accounts on a regular basis. 

It is my commitment to establish trust

Our Services

How We Serve You

You’ve worked a lifetime preparing for the next step, and we are here to ensure that next step is everything you want and need it to be.

Income Strategies

With fewer and fewer companies offering pensions and defined benefit plans, it’s become rarer and rarer for anyone to have a future income stream that he or she can rely on during retirement.

Life Insurance

While everyone should have life insurance, the industry has evolved and created cutting-edge and versatile products that not only provide a death benefit, but also accumulate cash value.

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Annuities

Annuities are arguably the most common, most utilized, yet most misunderstood financial products available to consumers today

IRA/RMD Rollovers

Qualified accounts are unique in that they are tax-favored retirement accounts.

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Asset Protection

In a time where the stock market seems to be exceptionally volatile because of world events, politics, and its ordinary market fluctuations, principal protection is...

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Social Security Optimization

With over 2,728 rules, more than 567 different ways to claim Social Security, and possibly hundreds of thousands...

Our Community

proudly serving all of

Southern California

We want to meet you

Contact Us

Let’s get in touch