Licensed Agent, Medicare Specialist
Harry brings a valuable wealth of experience and perspective, having studied, excelled in, and focused on strategies that are specifically designed to help his clients build “reality-proof” wealth plans to help them weather the ups and downs of the economy and business climate. Specifically, he’s come to discover that the Vantage Perpetual Wealth Financing Strategy (PWF) is a clear articulation of the solution he has been studying and offering his clients, both for business and personal portfolios.
His passion to help clients build and protect their wealth, businesses, and families make him an obvious and natural fit for joining forces with Vantage Insurance Solutions. He holds a B.A. from Cal Poly Pomona and has been active in the Inland Empire insurance market since 1997 — even being nicknamed the “Aflac Man” among small businesses and their employees for many years.
Since the Crash of 2008, Harry has seen many of his clients go out of business or downsize severely just to survive. Since he personally experienced losses in the real estate market, Harry realized a “new kind” of diversification was necessary. “Cash is King” was the watchword, and those who utilized cash substantially increased their holdings and distribution. Harry has helped several clients develop their “lines of credit” to position themselves in greater control and stability. He calls it the “LUCK” strategy (though it is anything but luck) since it positions a client’s resources towards (L)iquidity and they now have full (U)se and (C)ontrol of those resources, (K)nowing where every dollar is employed.
Harry is happily married to his beautiful wife Samantha. They have four children who have blessed them with 7 grandchildren. Among other things, Harry is an avid Dodger’s fan! He is excited about the future with Vantage Insurance Solutions, and we are looking forward to a lasting, prosperous & fulfilling relationship!
Set up your first meeting with Nadine today, and start your journey to a brighter and more secure future!
Office : 877-382-6467
Email : firstname.lastname@example.org