Qualifications

For 18 years, I've helped individuals toward achieving their financial goals. Since 2015, I've held the CERTIFIED FINANCIAL PLANNER^TM practitioner certification which represents a high level of competency, ethics, and professionalism.

This certification requires extensive training, significant experience requirements and high ethical standards.

To better understand the importance of the CERTIFIED FINANCIAL PLANNER^TM practitioner certification, please see this Wall Street Journal article:

https://guides.wsj.com/personal-finance/managing-your-money/how-to-choose-a-financial-planner/

I hold the following degrees, licenses and certificates:

Bachelor of Arts in Economics and Political Science
Series 6, 7, 24, 63, 65
CERTIFIED FINANCIAL PLANNER^TM practitoner certification

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Qualifications