Education, Designations & Accomplishments EducationCalifornia Southern University B.A., Business AdministrationCollege 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 AdvisorSMChartered Retirement Plans SpecialistSMhttps://www.cffp.eduCollege for Financial Planning https://cffpdesignations.com/DesigneeLACP, Life and Annuity Certified Professional MemberNAIFA, National Association of Insurance and Financial Advisors http://www.naifa.org/about-naifaMDRT - Million Dollar Round Table 2001-2019*http://www.mdrt.org/about/index.aspIARFC International Association of Registered Financial Consultantshttps://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.