Massmutual Pacific
Financial Planner, Special Needs Planner, Retirement Planning Specialist and Wealth Manager
New England Financial 1991 - 2001
District Agent
1991 - 2001
Mjh Planning Llc
Education:
The American College of Financial Services 1984 - 1984
American College of Dubai 1983
The American College of Financial Services 1983 - 1983
San Jose State University 1966 - 1971
Bachelors, History, Sociology, Social Science
Ameerican College
Ft Benning Infantry School & Extensions
Skills:
Retirement Planning Estate Planning Employee Benefits Wealth Management Retirement Plan Design and Implementation Special Needs Educational Workshops Executive Benefits Complimentary Consultations Insuring International Clientele Who Are Not Us Citizens Institutional Corporate Benefits Retirement Planning and Implementation High Net Worth Individuals and Families Variable and Fixed Annuities Risk Management Financial Planning and Implementation Educational Workshops on Numerous Planning Areas Insurance Investments Financial Advisory Financial Services Finance Public Speaking Disability Insurance Small Business Long Term Care Wealth Executive and Employee Educational Workshops Long Term Care Insurance Term Life Insurance Mutual Funds Series 7 Securities