Carmon L.

CKL Financial Advisor

Role
Financial Advisor at Ohio National Financial Services
Location
Corona, CA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Carmon L.

As a financial advisor, my goal is to provide highly personal service as I help you achieve your financial goals. In helping tailor the appropriate solutions that help meet individual needs and goals while minimizing risk and making sense of investing. It all boils down to my passion to help you achieve excellent financial health. I do this by assessing your needs and objectives and helping you with your investments, tax savings, and insurance needs. Planning your short-term and long-term goals like college education, savings for unexpected situations, and retirement. Recommending strategies to help reach those financial goals and ensure that you continue to stay on track.

Experience

  1. Financial Advisor

    Ohio National Financial Services

    Dec 2018 — Present · Costa Mesa, CA, US

    Financial advisor in life, disability and health insurance.

Education

  • Northern State University

    NA, Generals

    2000 — 2001

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Carmon L. — Financial Advisor at Ohio National Financial Services in Corona, CA, US | Unifers