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Roy is committed to dealing with his clients in an honest and ethical manner. His professionalism and extensive knowledge of the financial services industry has enabled him to provide the best value for his clients.
His education and industry background include the following:
- B.S., Marketing, SJSU, San Jose , CA
- Life and Health Insurance license
# 0474193, agent and broker since 1974
- Long Term Care Expert Insurance license
- Roy 's area of expertise includes tax mitigation strategies, deferred comp- ensation, real estate equity planning, retirement planning, working with business owners, income enhancement and estate planning.
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