Education & Professional Experience

has studied at University of California, Hastings College of the Law between 1990 and 1993, then at University of Missouri-Columbia in Journalism between 1982 and 1986, then at San Diego State University-California State University between 2012 and 2013.

worked for Platt Wealth Management as Director of Financial Planning between Jan 2019 and May 2020, for Dowling & Yahnke, LLC as Director Of Financial Planning between Feb 2014 and Oct 2018, for Harrison - de Charon (now Wealthquest Partners) as Financial Planner, Operations Manager between 2007 and 2013.

 Skills & Competences

has the following skills : Investment Management, Financial Services, Tax, Certified Financial Planner, Personal Tax Planning, Financial Planning, Social Security, Financial Analysis, Finance, Financial Advisory, Investments, Wealth Management, Wealth Management Services, Retirement Planning, Asset Allocation, Risk Management, Investment Advisory, Asset Management, Income Tax, Investment Strategies.

has earned the following certifications : Certified Financial Planner (CFP), delivered by CFP Board; Certified Private Wealth Advisor (CPWA), delivered by Investment Management Consultants Association.