Experience

Opes One

• United States
• Financial Services
• 1 - 100 Employee

• Financial Professional

  • Aug 2003 - Present

  For the past 37 years, I have helped people from all walks of life make better financial decisions. My passion for helping others stems from a time in my life where having a financial advisor could have been life changing for my family. When I was 15, my father suddenly passed away. His lack of life insurance hurt our family tremendously. My aunt was diagnosed with breast cancer, leaving her physically and financially dependent upon my family and I. My mother suffered from Alzheimer’s for 11 years and without long term care insurance, it was extremely costly. These traumatic events not only left a hole in our hearts, but a hole in our pockets as well. I feel a personal responsibility to protect other families and businesses from this happening to them. Along with general financial advising, my expertise in Life Insurance, Disability Insurance, Long-Term Care, Medicare Supplements and Employee Benefits are just a handful of offered services. When dealing with investments and financial planning, my partner Ashvin Chheda is unique in his ability to break down each person’s circumstances. My lengthy tenure has allowed for uncommon partnerships with top specialists in numerous categories to get you the best possible outcome. If I can’t help you myself, I have no doubt that I can refer you to someone that can.