Qualifications

For 15 years, I've helped individuals toward achieving their financial goals.  Since 2015, I've held the CERTIFIED FINANCIAL PLANNER(TM) certification which represents a high level of competency, ethics, and professionalism.  

This certification requires extensive training, significant experience requirements and high ethical standards.  

To better understand the importance of the CERTIFIED FINANCIAL PLANNER(TM) certification, please see this Wall Street Journal article: 

https://guides.wsj.com/personal-finance/managing-your-money/how-to-choose-a-financial-planner/

I hold the following degrees, licenses and certificates:

  • Bachelor of Arts in Economics and Political Science
  • Series 6, 7, 24, 63, 65 
  • CERTIFIED FINANCIAL PLANNER(TM) certification
  • Securities licenses in the following states: AK, CA, FL, NM, OR and WA
  • Insurance licenses in the following states: AK, CA, FL, NC, OR and WA  -  CA Ins Lic # 0I02098