Our Qualifications
Academic:
MBA in International Business - 1998 Saint Mary's College, Moraga, CA
Financial Planning:
Registered Securities Principal : Licenses: 7, 24, 27, 63, 65,
Califronia Life Agent & Variable Contracts # 0D68870
California Real Estate License # 01765890.
Certified Divorce Financial Analyst - 2003 Institute For Divorce Financial Analysts
What is a Certified Divorce Financial Analyst (CDFA)?
A CDFA is a financial consultant specially trained to help couples or individuals with the preparation of financial information and the analysis of settlement alternatives in connection with divorce or the dissolution of a marriage or a domestic partnership. We will work cooperatively with your attorney and your other financial advisors.
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