Dee, as her friends and clients know her, has been providing sound financial advice for nearly 30 years.
Dee holds the designations of Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) from the Society of Financial Service Professionals. Dee is a member of the National Association of Insurance and Financial Advisors (NAIFA), San Diego Association of Life Underwriters (SDALU), a 21-year member of the Society of Financial Service Professionals and an 8-year member of the Board for the Foundation for Women. Her expertise in Retirement and Estate Planning has benefited many of her clients. Continually expanding the scope and quality of her knowledge, Dee is licensed to sell Life and Disability Income Insurance, and can provide a variety of securities products such as Mutual Funds, Variable Annuities and Direct Participation Programs. Dee’s philosophy is to combine life insurance and estate analysis to set her clients on a financial path to a safe, secure feeling, knowing that they will have the proper asset protection during their income-producing years and adequate funds throughout their retirement years.
Dee can be reached at (858) 452-4930, extension 130
Email: Dee@kingsroadinc.com
Registered Representative offering securities through Independent Financial Group LLC. Member FINRA and SIPC. Advisory services offered through Kingsroad Financial Insurance Services, Inc., a Registered Investment Advisor. Kingsroad Financial Insurance Services, Inc. and Independent Financial Group, LLC are not affiliated.