In 2019, Michael is celebrating his 29th year in the financial services business.
CERTIFIED FINANCIAL PLANNER™ Professional(CFP®) is the most highly regarded and recognized financial planning certification. Course curriculum includes: risk management, tax planning, employee benefits, investments, and estate planning.
Chartered Life Underwriter® (CLU®)is the designation of professionals involved in the protection, accumulation, preservation, and distribution of the economic values of human life.
Retirement Income Certified Professional®(RICP®) is the most complete and comprehensive program available to professional financial advisors looking to help their clients create sustainable retirement income.
Bachelor of Arts, University of California Los Angeles