Qualifications

 Bachelor of Arts - University of California at Santa Barbara

 Major - Business Economics, with an Accounting Emphasis

 3rd Generation Financial Services Professional

 CA Insurance License # 0F28763

 Series 6, 7, 63, 65 Securities Registrations

 CLTC - Certified in Long-Term Care Designation

 State of California Long-Term Care Partnership Certified

 CMFC® - Chartered Mutual Fund Counselor