About My Practice
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63, 66
Life insurance: CO, Fixed annuities, Variable annuities: CO, VA
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Cetera Advisor Networks
Securities and advisory services offered by Cetera Advisor Networks LLC, member FINRA/SIPC. CC Coaching and Consulting and Cetera Advisor Networks LLC are not affiliated companies.
Considerations: Fee-only arrangements are available
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
Your planner has been saved.
To view, print, or e-mail your saved planners anytime during your visit, click the Saved Planners link to the right.