Educational Background:
- 1992; California State University, Sacramento; B.S. Finance
Business Background:
- 03/2009 – Present - Solano Wealth Management, Inc.
- 01/2002 – Present - LPL Financial; Wealth Advisor
Exams, Licenses & Other Professional Designations:
- 05/2005 – Chartered Financial Consultant®
- 01/2004 – CERTIFIED FINANCIAL PLANNER™
- 03/2002 – Series 24, held at LPL Financial
- 07/1993 – Series 63, held at LPL Financial
- 07/1993 – Series 7, held at LPL Financial
- 07/1993 – California Life and Health Insurance – CA Insurance Lic# 0B19829