Graduate of Arizona State University 1990-B.S. Psychology Magna Cum LaudeCertified Financial Planner (CFP)Chartered Financial Consultant (ChFC)Specialties: My professional background in financial planning includes specialization in the preparation and analysis of formal financial plans, portfolio management and asset preservation strategies.Any views expressed are my own and not those of my employer or any entity affiliated with my employer nor should my participation in LinkedIn be considered an advertisement by my employer of its services.
Listed skills include Investments, Portfolio Management, Financial Analysis, Asset Management, and 1 others.