FIELDS OF SPECIALIZATION:

Assist individuals and small businesses identify their financial goals. Design and coordinate strategies to achieve goals. Monitor and evaluate strategies to measure effectiveness.                                            

Consultant and team member for Financial Education Program sponsored by California's State Teachers' Retirement System (CalSTRS).           

Team develops and implements marketing plans for Direct Public Offerings (DPO) under (SCOR) and Regulation "A". Coordinate and supervise process for establishing investors' accounts. Manage compliance reviews. 

Design and coordinate community economic advancement programs. Plans based on individual, family and community financial goals.

EDUCATION:                                    

CFP - Certified Financial Planner, College for Financial Planning

M.A. - Urban Policies and Administration, San Francisco State University

B.A. - Public Administration, University of New Mexico

SPECIALIZED TRAINING:

*IRA, Annuities and other tax-deferred plans

*Mortgage and Home Equity Management 

*Risk Management Plans and Strategies 

*Small Business Retirement and Incentive Plans