Carmon L.
CKL Financial Advisor
- Role
- Financial Advisor at Ohio National Financial Services
- Location
- Corona, CA, US
- LinkedIn followers
- 500 followers
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
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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