About

If you're one of those who think credentials are important, well then, this page is for you. If not, then this page will probably be very boring.

  • After 33 years of practice, I am "formally" retired from the financial planning profession, that is, I don't work directly with clients anymore and all of my licensed credentials have either lapsed or expired ... by design of course. Although I have other businesses and interests, I am still very much involved in various aspects of the financial planning business basically because I still have to deal with all the same stuff as everyone else.
  • My experience entails all aspects of the financial planning profession: Budgeting and Money Management, Insurance and Estate Planning, Taxation, Investments and Retirement Planning.
  • MBA - Business
  • BBA - Finance
  • Certified Financial PlannerĀ®
  • Series 7 Securites (Stock Broker)
  • Series 63 Securities (State Blue Sky)
  • Group 1 Life Insurance
  • Variable Annuities
  • Paralegal