Licenses and Certifications
- Certified Public Accountant (CPA), #134791
- CERTIFIED FINANCIAL PLANNER™ Professional, #262791
- Certified Divorce Financial Analyst® (CDFA®), #106650
- Certified Plan Fiduciary Advisor (CPFA)
- Chartered Retirement Planning Counselor (CRPC), #02118591
- Series 7 License held through LPL Financial
- Series 66 License held through LPL Financial
- California Life and Health License, # 0780476