Qualifications

Financial Planner and Wealth Manager, Gateway Financial Advisors, Inc.

Investment Advisor Representative, Cambridge Investment Research Advisors

 

Series 6, 7, 63, 65, & 24 registered

 

Certified Financial Planner practitioner (CFP®)

Chartered Financial Consultant (ChFC®)

Chartered Advisor for Senior Living (CASL®)

Accredited Investment Fiduciary (AIF®)

Chartered Life Underwriter (CLU®)

 

California Insurance License-- #0D51965

-- Life

-- Variable Annuity

-- Long Term Care

 

Member, Financial Services Institute (FSI)

Member, Peninsula Estate Planing Council (PEPC)