State
California
Description
Areas of focus
- Cash Flow Management Strategies
- Charitable Giving
- Consulting on potential benefits and risks of IRA rollovers
- Estate Planning Strategies
- Insurance
- Intergenerational Planning
- Investments
- Retirement Income Strategies
- Retirement Plan Distribution
- Retirement Planning Strategies
- Saving for Education
- Social Security Retirement Benefits
- Sustainable and Responsible Investing
- Tax Planning Strategies
- Wealth Preservation Strategies
Qualifications
- APMA® Accredited Portfolio Management Advisor™

