Certified Financial Planner™ Professional
CurrentI have competence and experience. By background, I'm an attorney, a CPA, and a CERTIFIED FINANCIAL PLANNER™ professional. I've been working in financial services for over 20 years, located in Bellevue, Washington.My credentials and accomplishments include the following:• Past President & Member - Estate Planning Council of Seattle 2011-2012• Past President & Member - E. King County Estate Planning Council 1999-2000• Past President & Member - Society of Financial Service Professionals, Seattle Chapter 1998-1999• CERTIFIED FINANCIAL PLANNER™ professional ("CFP")®• Juris Doctor ("JD"), Univ. of Washington School of Law, 1984• Certified Public Accountant ("CPA")• Chartered Life Underwriter ("CLU"), a professional designation from the American College• Chartered Financial Consultant ("ChFC"), a professional designation from the American College• Frequent speaker on financial and insurance topics including guest lecturer at Univ. of Washington School of Law, and program speaker for East King County Estate Planning Council and the Annual Estate Planning Seminar sponsored by WSBA & Estate Planning Council of Seattle.• Published in the Estate Planning Supplement to the Puget Sound Business Journal – March 2012I have been awarded the title of Retirement Planning Specialist by Equitable Advisors based on the receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. I have also received a Certificate of Achievement in Advanced Asset Allocation and Practice Management from Equitable (formerly AXA) Institute, Cambridge, MA. I am a frequent speaker on financial planning topics and presented "Planning for the Baby Boomers Redux" at the East King County Estate Planning Council in 2011.My California Insurance License is #0C23592.
