The Elite Financial Network, Inc.                                  

CONNECT

Address:

15452 Cabrito Rd. Ste 208
Van Nuys, CA 91406

Phone:

818.781.1008 direct

Fax/Other:

818.781.3696

About Us

 

National Planning Corporation (NPC), is part of a network, that when combined makes up the fourth largest independent broker-dealer in the country.* Together we strive to provide our clients with the highest level of service—whatever the economic climate. Appropriate information, guidance and product offerings make strategizing for our clients' financial and life goals much easier.

Through my association with NPC I have access to a diverse array of financial products. NPC has no proprietary products of its own.  This means I am not constrained by any corporate influences and I am free to select those products and services that are appropriate to the needs of my clients.

In addition, I am licensed as a fully independent Life, Health, and Disability Insurance Agent.  (California Insurance License #0C27570 and Hawaii Insurance License #312722)  I have access to reputable insurance products to use as the risk management piece of an overall strategy.

Services offered directly or through associated companies:

  • Retirement Planning
  • Tax Deferred Investments
  • Traditional and Roth IRA's
  • Business and Group Retirement Plans
  • Business and Group Insurance Plans
  • 529 Plans
  • Mutual Funds
  • Annuities
  • Stocks and Bonds
  • Life Insurance
  • Health Insurance
  • Disability Insurance
  • Business Continuation Planning

*Source: Denise Southwood and Ellie Zhu, "How the Biggest Independent Broker-Dealer Networks Stack Up: Ranking Five Big IBD Networks by Reps and Revenue" Investment News, May 1, 2015

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck