For over 35 years, I have worked in the areas of Financial, Insurance, and Estate Planning. I believe in maintaining a positive mindset in a world of chaos and challenging headwinds. Seeking achievable solutions one step at a time. 

 

Life Insurance of all types, highly popular Annuities, with decades of experience to help you choose the right product, and find the most favorable underwriting. Over 20 years experience in the dynamic and complex California Small Group Health Insurance Market. Corporate Benefit Plans, Executive Contracts and Negotiations, protect your rights.

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I am constantly expanding and exploring my financial knowledge base and higher education through The American College of Financial Services and The College of Financial Planning.

35 years of experience, continuing education and licenses maintained from Los Angeles to Boston and in between.

 

I work with your team of advisors to help hard earned wealth transfer thoughtfully and efficiently to loved ones and charities. I have the experience to help guide and explore unmet Insurance needs as well as Financial, Transitional, and Giving back opportunities. 

 

 

 

Day Financial, LLC

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