My 360ÃÂð Wealth Management Group since Sep 1998
CEO
LPL Financial since Feb 1998
LPL Branch Manager
American Express Financial Advisors Oct 1995 - Feb 1998
Advanced Planner Group & Training Manager
Education:
California State University-Northridge 1992 - 1994
MBA, Finance
California State University-Northridge 1988 - 1992
BS, Finance
Glendale High
Skills:
Retirement Planning Wealth Management Services 401K Financial Planning Investments Wealth Management Securities Asset Protection Retirement Asset Management Estate Planning Insurance Small Business Succession Planning Risk Management Annuities Tax Wealth Licensing Employee Benefits Investment Advisory Planning Financial Analysis Auditing Strategic Planning Pensions Business Planning Financial Advisory Alternative Investments Long Term Care Benefits Strategic Financial Planning Financial Planners Fixed Annuities Asset Managment Financial Services Finance Investment Strategies Project Planning Long Term Care Mutual Funds Ira's Erisa Insurance Planning Series 7 Savings Iras Personal Finance Asset Portfolio Management
Interests:
Everything Apple Lakers Traveling Finance Fine Dinning Movies
Certifications:
Certified Financial Planner™ Aif Securities Series 63, 24 & 7