Metlife Jan 2000 - Sep 2001
Financial Advisor
Thrivent Financial Jan 2000 - Sep 2001
Wealth Advisor
Education:
University of California, Santa Cruz 1978 - 1979
University of California, Santa Cruz 1973 - 1977
Bachelors, Religious Studies, History
Skills:
Retirement Investments Retirement Planning Mutual Funds Wealth Management Asset Allocation Financial Advisory Uniform Combined State Law Insurance Investment Advisory Finance Fixed Annuities Finra Series 63 Estate Strategies Comprehensive Financial Strategies Life Insurance Financial Services Investment Strategies Customer Service Public Speaking Strategic Planning Risk Management Long Term Care Insurance Asset Protection College Savings Plans Finra Series 7 Disability Income Insurance
Interests:
Collecting Antiques Exercise Sweepstakes Home Improvement Reading Shooting Gourmet Cooking Sports Watching Basketball The Arts Golf Home Decoration Health Watching Sports Collecting Coins Children Skiing Cooking Gardening Cruises Outdoors Electronics Environment Education Photography Crafts Fitness Music Human Rights Family Values Movies Collecting Religion Friends Family Christianity Kids Medicine Diet Poverty Alleviation Cats Disaster and Humanitarian Relief Travel Wine Social Services Career Economic Empowerment Investing Traveling International Traavel Basketball Stamp Collecting Self Improvement Sports Memorabilia Collecting
Languages:
English
Certifications:
License Ca 0C95868, Ar 317403 American College of Financial Services Chfc Lutcf, Fic