Education, Designations & Accomplishments
Education
California Southern University
B.A., Business Administration
College for Financial Planning
Completed CFP Certification Professional Education Requirements,
Designations:
Registered Financial Consultant (RFC®)
IARFC International Association of Registered Financial Consultants (https://www.iarfc.org/members/search)
Accredited Wealth Management AdvisorSM
Chartered Retirement Plans SpecialistSM
College for Financial Planning https://cffpdesignations.com/Designee
LACP, Life and Annuity Certified Professional 
Member
NAIFA, National Association of Insurance and Financial Advisors
http://www.naifa.org/about-naifa
MDRT - Million Dollar Round Table 2001-2019*
http://www.mdrt.org/about/index.asp
IARFC International Association of Registered Financial Consultants
https://www.iarfc.org/members/search
*Qualifying membership in the MDRT is based on minimum sales production requirements and gross business generated within a year. Each MDRT status designation is granted for one year only. All members must apply every year to continue their affiliation with the Million Dollar Round Table.
NAIFA Quality Award Financial Advising and Investments 2017-2022***
***Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.