Newport Beach Food and Wine Festival
Wine Advisor
Optivest Wealth Management
Senior Wealth Advisor
Financial Management Network 1991 - Nov 2016
Cfp, Registered Representative **2013 Five Star Wealth Manager Award Winner
1991 - Nov 2016
Mission Viejo, California
Education:
College of Financial Planning 1985 - 1987
California State University, Fullerton 1982 - 1984
Bachelors, Bachelor of Arts, Business Admin
Skills:
Investment Advisory Strategic Financial Planning Retirement Planning Series 7 Financial Advisory Investments Finance Financial Planning Retirement Insurance Securities Wealth Management Wealth Portfolio Management 401K Small Business Uniform Combined State Law Asset Management Asset Allocation Mutual Funds Certified Financial Planner Estate Planning Fixed Annuities Financial Services Series 6 Investment Strategies Employee Benefits Mortgage Lending Series 63 529 Plans Asset Managment 401 Retirement Savings Plans Life Insurance Retirement Income Strategies Certified Sommelier