I joined Foster Klima & Company with a mission to bring financial balance to my clients' lives and/or their small businesses through macro planning with uncommon thinking and a holistic approach. My passion is to educate my clients on how to maximize their potential wealth by managing their money in a more efficient way with possible less risk. By doing so, my clients can continue, in retirement, to live financially free and with abundance. My previous experience as a Licensed Social Worker has helped shape my business. I possess skills to make my clients comfortable in talking about their financial world. I enjoy working with people who care about their future and their loved ones along with my niche of working with the Physicians, Veterinarians, LGBTQ community, women in transition and small business owners.
Specialties
- Life and Disability Income Protection
- Cash Flow Strategies for Saving
- Wealth Building
- Retirement/Estate Planning
- Student Loan Debt Strategies Planning
- Business Insurance
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Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Foster Klima & Company, Inc is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 0I44893.