About | SQR Financials & Insurance

360° Family Protection

Meet Your Advisor

Passionate About Protecting What Matters Most

My name is [Your Name], and I am a financial services professional based in Calabasas, CA — dedicated to helping families, pre-retirees, and small business owners build lasting financial security.

My career began in the entertainment industry, where I worked with Motion Industry Pension and Health Plans — one of a very few organizations that provides both health benefits and pension plans with lump-sum distributions upon retirement. It was there I first saw how powerful the right financial structure could be for working families.

But it was the market crises of 2008 and 2020 that truly shaped my mission. Watching colleagues see their retirement savings slashed overnight drove me to find better strategies — ones that protect against market volatility and high taxes, no matter what the economy does.

CA License #4234054 | IMO Compliant

My Journey

From Industry Insight to Financial Advocacy

The Beginning

Entertainment Industry & Pension Plans

I joined Motion Industry Pension and Health Plans shortly after arriving in the US — one of very few organizations that offers both health benefits and pension plans with lump-sum distributions at retirement. This experience gave me rare insight into how comprehensive financial planning truly works for everyday working families.

2008 — The Mortgage Crisis

Witnessing Retirement Savings Wiped Out Overnight

The 2008 financial crisis was a wake-up call. Colleagues and families I knew saw their retirement portfolios cut by 40% or more — almost overnight. The devastation was real, and it was preventable. I committed myself to understanding why, and more importantly, how to protect against it.

2020 — The Coronavirus Recession

Near Miss — And a Defining Commitment

When COVID-19 triggered another sharp market downturn in 2020, I was ready. Having implemented the very strategies I now share with clients, I narrowly avoided the hit that affected so many others. That "Hooray!" moment — realizing the protection strategies worked — deepened my commitment to sharing this knowledge with every family I could reach.

Today

SQR Financials & Insurance — Your 360° Partner

Today I run SQR Financials & Insurance with one clear purpose: to provide families, pre-retirees, and business owners with the strategies and knowledge they need to protect their financial future — from market downturns, high taxes, and the unexpected. My approach is education-first, consultative, and always tailored to your unique situation.

My Philosophy

How I Work With Every Client

Every relationship begins with listening — not selling. My role is to educate, guide, and build a plan that truly fits your life.

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Education First

I believe informed clients make the best decisions. I take the time to explain every option clearly — no jargon, no pressure — so you understand exactly what you're choosing and why.

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Solutions That Fit You

There's no one-size-fits-all in financial planning. I design every strategy around your specific goals, family situation, risk tolerance, and timeline — not a product catalog.

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Long-Term Relationship

I'm not here for a transaction — I'm here for the long haul. As your life evolves, your plan should too. I stay engaged, proactive, and accessible through every chapter.

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Protection-Focused

My core mission is protection — from market downturns, high taxes, unexpected health events, and planning gaps that can leave families vulnerable when it matters most.

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Fully Compliant

Every recommendation I make adheres to IMO and California state insurance regulations. You can trust that your interests — and your compliance — are always protected.

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No Obligation

Your first consultation is always free, with zero pressure to proceed. I want you to feel confident and ready — not rushed. The right time is when it's right for you.

A Financial Advisor Who Has Lived Your Concerns