As the Financial Advisor and Managing Partner at KOHR Financial & Insurance Services, I have dedicated my career to providing comprehensive financial planning, from insurance to investments. My journey in the financial services industry began in 1992, and since 1996, I've been primarily committed to KOHR Financial. Over these years, I've continually pursued more profound industry knowledge, focusing on analyzing financial products and strategies to enhance my problem-solving skills. This passion for learning helps me collaborate effectively with clients, tackling challenges and measuring success together.
I am deeply committed to helping my clients achieve financial equilibrium. I strive to educate them on complex financial services and insurance concepts, empowering them to make informed decisions confidently. My career journey and accomplishments are a testament to the difference dedication, passion, and commitment to helping others can make.
One of the aspects I most enjoy about my job is working with clients eager to address known and unknown financial challenges. This collaborative approach allows us to explore solutions that align with their goals.
Currently residing in Seal Beach, California, I hold a degree in Finance from California State University Long Beach and Dominguez Hills, which I earned in 1990. My love for the Southern California community is reflected in my charitable contributions and support for the Pediatric Cancer Research Foundation. Outside of work, I enjoy golfing, boating, biking, and spending time with family and friends. These activities provide a balance that enriches both my personal and professional life.