Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 6, 7, 9, 10, 24, 26, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
43 years of professional experience
- Independent Branch Leader and Financial Consultant, Charles Schwab, 2012-present
Education
- BS, Economics, Robert Morris College
Personal interests and affiliations
- West Orange Chamber Of Commerce
- Financial Planning Association