About My Practice
As a CFP® Professional my mission is to guide individuals in achieving his/her personal goals after evaluating where you are “today” and where you want to be “tomorrow.” Together we will establish clear objectives and implement customized strategies. As a client centered practice I am available for all your financial needs. First consultation is free.
Experience
For over 20 years I provided Financial Services to major US corporations and now enjoy implementing strategic advantages with individuals.
MBA in Finance from the University of Southern California.
Professional Designation in Personal Financial Planning from UCLA
BA in Mathematics and Economics from Boston University
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 66
Insurance Licenses
Life insurance: CA, Health/disability insurance: CA
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
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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