Independent CA Insurance License #0E51793
Licenses:
- FINRA Series 6, 7, 63, 65
- California and Tennessee Variable Annuity and Variable Life
- Advisory Services and Securities offered in CA, WA, TN, TX, VA, WI, ID
Designations:
- Certified Financial Planner™
Education:
- Boston Institute of Finance, Boston University - Financial Planning 2008
- California Teaching Credential (Social Sciences and Math), Chapman University - 1993
- Bachelor of Sciences in Social Science (US History, Economics and Political Science), CSU Stanislaus - 1992
Associations/Clubs:
- Rotary Club of Turlock – 2006