A true Baby Boomer, I grew up in Youngstown, Ohio, then attended college in Florida before returning to Ohio for law school. After my formal education ended, I worked for a year with a regional accounting firm in Akron, Ohio, before moving back to Youngstown to work in the brokerage industry in a partnership with my father, who had been a veteran in that field since the mid-1960's. Over the next twenty years, I continued my professional education and earned four certifications and designations related to financial, retirement and life planning. In April 2002 I left the brokerage business to help an old and dear friend begin a private money management firm in Cleveland, revitalizing an investment strategy which had proven itself back in the early-1970's to mid-1980's as the market emerged from a very challenging time. While the revised investment strategy proved itself to work, it was still primarily "selling", and that was something that I was looking to transition from. So, in March of 2003, I started Planning For Life, which offers Money Coaching, Financial Wellness, Life Planning, and Retirement Education programs and workshops. I moved my practice to the East Bay area of California in 2005 and I offer my programs and workshops both live and over the internet.Specialties: Money Coaching; Financial Life Planning™; retirement transition planning (non-financial and financial); financial literacy education; and financial wellness workshops delivered live over the internet and in person.