Our Qualifications



Over 32 years of experience as a Financial Advisor


  


Educational Background and Professional Designations:


 


        University of California, Los Angeles (UCLA)


        Los Angeles, California


        B.A. Psychology, 1981


 


        University of Southern California (USC)


        Los Angeles, California


        Financial Planning Certificate Program, 1986


 


        The American College


        Bryn Mawr, Pennsylvania


        Graduate, CLU® - Chartered Life Underwriter™ Program, 1986


        Graduate, ChFC® - Chartered Financial Consultant™ Program, 1986


 


        The Institute of Business & Finance


        La Jolla, California


        CFS® - Certified Fund Specialist™ Designation, 1996


 


        The College for Financial Planning


        Denver, Colorado


        CFP® - CERTIFIED FINANCIAL PLANNER™ Designation, 2001


 


        The Institute of Business & Finance


        La Jolla, California


        CAS® - Certified Annuity Specialist™ Designation, 2009


 


        The Institute of Business & Finance

        La Jolla, California


        MSFS degree, the Master's of Science in Financial Services 2014



       


        Wharton Certificate in Retirement Planning*


       




CFP®, Certified Financial Planner™, and CFP (flame logo) are certificated marks owned by Certified Financial Planner Board of Standards, Inc., and are awarded to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.


  



*Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.