My Financial Advisor Qualifications

I have spent nearly 20 years as a professional financial advisor and have earned several distinctive designations that I believe help me understand you, in turn, help you grow and preserve your wealth.

I place a high priority on continuing my education in an effort to serve your various and ever-changing needs.  By earning my Master of Business Administration, I strive to integrate my leadership skills and management knowledge within my practice.

Having attained and maintained the CERTIFIED FINANCIAL PLANNER™ (CFP^®) Professional certification and Accredited Investment Fiduciary^® (AIF^®) designation, I have received training on the duties of good faith and standards of care, insurance reviews, tax strategies, as well as estate planning issues and retirement planning.

I have also earned the Chartered Financial Consultant (ChFC^®) and the Chartered Life Underwriter (CLU^®) designations, which require extensive knowledge regarding insurance and estate planning issues. 

 

Call today (805) 957-1844 for a second professional opinion or to discuss your financial goals.