Background for Lead Staff Member
- Professional designation as an Accredited Asset
Management Specialist (AAMS) from the College for
Financial Planning
- Financial planning and advice
- Experienced financial management: cash, bonds, stocks
and mutual funds
- Member of the Financial Planning Association (FPA) of
Orange County www.fpanet.org
- President of the Orange County American Association of
Individual Investors (AAII) www.aaii.com
- Chairman of the AAII OC Special Interest Group (SIG)
- Master of Science University of California (UCLA)
- Numerous Seminars created and delivered on financial
topics:
- Achieving Your Future Financial Goals--Some Guidelines
- Top Investment Websites
- Model Portfolios
- Economic Indicators and Market Performance
- Stock Screens
- Picking Winning Stocks Using Web-Based Stock Screens
and Leading Screening Criteria
- Mutual Funds--Screens (Buying), Selling, Portfolios and Risks
- When to Sell--Stocks and Mutual Funds
- Financing Retirement--How Much Do You Need and How
Much Can You Spend
|
