I spent 20 years advising clients on their investments, taxes, insurance needs, financial planning, and estate planning.

I have an undergraduate degree in economics from California State University, and an MBA from Cornell University where my studies focused on Asset Management

I earned my CFP Professional designation in 2002, and am a former CIMA (Certified Investment Management Consultant).

  • Students
    147
  • Courses
    3
  • Reviews
    36