A bit about me
I have more than 39 years of financial services experience, so I can help you develop and implement holistic financial solutions. Specifically, I can:
- Help you review your goals for the future and compare them to how (and how much) you save
- Design a financial analysis and help you follow it
- Help you create action steps based on your personal goals
- Provide ongoing assistance to help you work toward reaching your goals
- Help you develop a budget for today's expenses and for living in retirement
I hold the following registrations, licenses and/or professional designations:
San Jose State University, Bachelor of Science Degree in Business Management and minor in Economics
Saint Mary's College of California, MBA
- Series 6 - Investment Company/Variable Contracts Products Representative
- Series 7 - General Securities Representative
- Series 24 - General Securities Principal
- Series 63 - Uniform Securities Agent State Law Examination
- Series 65 - Uniform Investment Adviser Law Examination
- Chartered Retirement Planning Counselor (CRPC)
- Life, Health and Variable Annuity Insurance license
- Securities Industry Essentials Exam (SIE)
- Personal Financial Planning Certificate program, University of California Santa Cruz