Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 6, 7, 9, 10, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
39 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2008-present
- Vice President, Fidelity Investments, 1986-2007
Education
- BS, Management, Bentley University
Personal interests and affiliations
- Financial Planning Association (FPA)