Best Financial Planner Concord Near Me

4worldlovers: Service will be available again on July 9th, 9 a.m. CT.

4worldlovers:
Whatever your life’s goals, our financial professionals can help design a strategy tailored to your specific needs. Our financial company is primed to help you prepare for the long term with life insurance, education planning, and retirement strategies.


For more than 20 years, World Financial Group, a Transamerica company, has helped countless individuals and families find financial security through our life insurance, retirement and wealth-building strategies. And we can do the same for you.

Our independent agents at World Financial Group Insurance Agency, LLC or its subsidiaries in the United States or World Financial Group Insurance Agency of Canada Inc. are excited to guide groups and individuals just like you. These professionals will educate you while helping to create a strategy that's customized for your specific needs. We can inform you about products and opportunities to help you develop your financial goals allowing you to focus on what matters most, creating a better life for you and your loved ones.


Our tailored insurance coverage options can help you protect the life you've built when the unexpected happens to you or a family member.

We take time to understand your financial needs and goals. Our agents will then help you develop a plan to get you where you want to be.

Our agents can work with your legal and tax professionals as you prepare for your future and create something for the next generation.

*Neither World Financial Group Insurance Agency, LLC, its affiliated companies, nor its agents may provide tax or legal advice. Anyone to whom this material is promoted, marketed, or recommended should consult with and rely on their own independent tax and legal professional regarding their particular situation and the concepts presented herein.

Life is filled with uncertainties. Fortunately, WFG agents have strategies that can help no matter where you are in life. Our deep product portfolio of well-known insurance and financial services from highly rated providers can help prepare you for life’s milestones and protect you against the what-ifs.

The city and state locations of the U.S. companies are: AMS Financial Solutions, Baton Rouge, Louisiana; Crump, Harrisburg, Pennsylvania; Transamerica Life Insurance Company, Cedar Rapids, Iowa.

4worldlovers: Eleven years ago, I began my career as a financial advisor, building my Edward Jones office in Concord, CA. Prior, I was an NFL football coach, serving as a defensive assistant for four years with the Cleveland Browns and one year with the Oakland Raiders.

One of the things I enjoyed about coaching was the planning element. Thoroughly preparing for both what you expect to happen as well as for the unexpected events. Preparing in a way so a successful outcome can happen in both scenarios. As a financial advisor, working hard for and closely with my clients to assist them in achieving their desired results, the items that matter to them the most, and doing so in various market environments, brings me great purpose and joy.

I graduated summa cum laude from The Ohio State University with a degree in finance while also completing a coaching internship with Ohio State Football. In 2014, after completing a 12-module program, I earned the AAMS professional designation. Continuing to enhance my knowledge remains important to me and in 2018, I earned my CFP certification. In 2022, I furthered my acumen by earning the CAP designation. This training program provides information on how to maximize the impact of charitable giving, making a difference in communities and even the world at large.

Throughout my career, I have embraced a spirit of partnership to the firm and my colleagues, serving in roles as a mentor and trainer, and currently as the leader responsible for the new future financial advisors we hire here in the East Bay. In 2020, I was the sole recipient of our region's Spirit of Caring award.

Experiencing various cultures, neighborhood dynamics, and the food, here in the Bay Area and in travel destinations globally, is something I have always enjoyed. During the pandemic, I became quite the chef/baker, making my Italian mamma very proud. To my surprise, cooking has served to be a good stress relieving activity for me, along with exercising, as I try to hold onto my youth. My exercising hobby pairs nicely with my cooking (eating) hobby.