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Personal finance coach
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Degrees
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MBA, BS - Pomona, CA
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My Expert Service
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With over 25 years experience in the securities industry with major firms such as BNY Mellon and Wells Fargo, I am knowledgeable in all aspects of financial products, their benefits and risks and suitability for your individual situation.
I can help you understand the pro's and con's of different investment vehicles or review your current financial picture to help you plan for the future.
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Experience & Qualifications
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Over 20 years in the securities and mortgage industries. NASD principal and options licenses with a clean record for the past 25 years.
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Available Modes Of Communication
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email/chat
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Contact
Personal finance coach
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