Financial Planner & Managing Partner
Mimi has been a member of the FMS Family since 1990 and has very extensive knowledge in financial services. She is licensed in life and disability insurance and has a Series 6 (Investment Company Products/Variable Contracts Limited Representative), Series 63 (Uniform Securities Agent State Law Examination), Series 7 (General Securities Representative), as well as Series 65 (Uniform Investment Advisor Law). Mimi is a registered representative with Kestra Investment Services LLC.
Mimi competently manages the needs of a very diverse investor client base. Including securities, insurance, financial, estate planning and all retirement plans; 401k’s, SEP’s, Profit Sharing, and Defined Benefit plans.
Mimi earned a Bachelor of Arts in Social Ecology from University of California Irvine.
Mimi lives in Valencia with her husband and two daughters.
California Insurance License Number 0B73460.