| Professional
Specialties:
Insurance Planning
Employee Benefit Plans
***Offered through Phillip M. Stay Insurance
Retirement Planning
Tax Sheltered Annuities
Individual Retirement Accounts
Pension Plans
Roth IRA’s
Mutual Funds
529 College Savings Plans
Educational IRA’s
UGMA/UTMA
***Offered through Zahorik Company
Qualifications:
BS Business Administration, University of Arizona, Tucson
Chartered Life Underwriter (CLU), The American College
Registered Representative, Zahorik Company, Inc
In the insurance Business since 1974
Member Fresno Estate Planning Council
Member Planned Giving Council
National Association of Insurance and Financial Advisors
Personal Interests:
Director of Society of Financial ServicesProfessionals,
Fresno Chapter
Past President West Coast Ragtime Society
Past Director of Combined Health Appeal of Fresno
Past Director of Northern California Chapter of Arthritis Foundation,
San Francisco
Philosophy
|
“In all my professional relationships, I pledge myself to the
following rule of ethical conduct: I shall, in light of all conditions
surrounding those I serve, which I shall make every conscientious effort
to ascertain and understand, render that service which, in the same
circumstances, I would apply to myself.”
|
Representing
Zahorik Company, Inc.
559.229.5603
Fax 559.229.2208
Zahorik Company, Inc.
2700 E. Foothill Blvd. #201
Pasadena, CA 91107-9984
800.266.0859, Ext. 247
|
