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"As financial advisors, we must not only
adhere to the principles of investing and financial
planning, but recognize the individuality of each
member and make a commitment to serving their
best interest."
Registered through our broker dealer, Wescom Financial Services
Series 7 - General Securities Representative;
Series 63 - Uniform State Law;
Series 65 - Uniform Investment Advisor Law.
Additional Qualifications
California Insurance Agent, License #0A37738
Educational Background
UC Santa Barbara - BA
CA State University - Master's Degree
UC Irvine - Personal Financial Planning Program
Professional Affiliations
Financial Planning Association
Rotary International
Previous Experience
Merrill Lynch & Co. (1981 - 1996)
Personal Interests
Adventure Travel, Nature Hikes
Securities State Registration
AZ, CA, KS, NV, NJ, TX, OR, UT, WA
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