Discover a career that can’t be off-shored or outsourced! At our firm you’ll be part of an entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products, access to powerful sales tools, and a large resource network so you can focus on activities that get results.
UC Santa Barbara (2013-2017), UCLA Extensions (2020-2022)
Ice hockey, gym, reading
President of the Financial Planning Association, Los Angeles
Heal the Bay
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