CERTIFIED FINANCIAL PLANNER

A Registered Investment Advisor

 

Experience:

Many years with an independent broker/dealer as Registered Representative

Financial Planner

General Securities Principal

Options Principal

Private Placement Offerings

Licensed in California for Insurance (health, life, disability, long-term care)

Real Estate Property Management

Fluent in German

 

Education:

CERTIFIED FINANCIAL PLANNERTM,, College for Financial Planning, Denver

Juris Doctor law degree, Southwestern University, Los Angeles

M.A., Broadcast Management, San Diego State University

B.S., TV Production, San Diego State University

 

CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

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