About My Practice
Fee Based practice specializing in:
Asset and portfolio management
Comprehensive financial planning
The Financial Planning Association
San Fernando Valley Estate Planning Council
1993-1996 Morgan Stanley
2001-present Independent Certified Financial Planner
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 24, 63, 65, 66
Life insurance: CA, Health/disability insurance: CA
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Considerations: Fee based planner,hourly, per plan
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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