A FEW OF OUR CORPORATE CLIENTS
We Build Partnerships with our Business Owners
My commitment to my customers, expert advice that is specifically customized to your business needs with real solutions. Our individual clients will remain private and confidential.
W.C. BROWN WELDING INC.
Retirement Plan
In our discussions with W.C. Brown Welding Inc., we took into account their desire to establish a tax-efficient way to reward and provide a retirement plan for its top executives.
MORENO VALLEY SCHOOL UNIFIED SCHOOL DISTRICT
Professional Financial Guidance
I have been working with MVSD for over 5years, participated in several Career Fairs, in class lectures teaching High and Middle School Students about economics and preparing to pay or receive college scholarships. https:/www.mvusd.net
SBX YOUTH & FAMILY SERVICES
FINANCIAL LITERACY PROGRAM
Throughout the COVID 19 Pandemic, I worked with SBX Youth and Family Services, which is based in Moreno Valley, California. Through a secure zoom conversation, we were able to meet the clients. For the purpose of assisting SBX clients in spreading financial service awareness, we created a program for individual financial literacy. https://www.sigmabetaxi.com/
