Alpha Wealth Management and Planning Nov 1, 2014 - Aug 2019
Financial Advisor at Alpha Wealth Management
Wells Fargo Advisors Nov 1, 2014 - Aug 2019
Senior Registered Client Associate
Lpl Financial Nov 2014 - Jul 2019
Financial Consultant
Marin Economic Forum Jan 2010 - Jan 2017
Board Member
Unionbanc Investment Services Llc Sep 2013 - Nov 2014
Senior Financial Advisor, Vice President
Education:
University of California, Santa Cruz 1979 - 1984
Bachelors, Bachelor of Arts, Economics, Political Science
Redwood High School, Tuhsd 1975 - 1979
Redwood High School 1975 - 1979
Redwood High School, Tusd
Skills:
Retirement Planning Wealth Management Strategic Financial Planning Investment Strategies Investment Management Investment Advisory Financial Advisory Asset Management Asset Allocation Portfolio Management Small Business 401K Risk Management Iras Life Insurance Long Term Care Insurance Fixed Annuities