Our Qualifications

Over 28 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
       
        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.