Robert's General Services - Resume of Lead Financial Staff Member

Robert's General Services

Robert's General Services

ph: 714-593-2312

Resume of Lead Financial Staff Member

Professional designation as an Accredited Asset Management Specialist (AAMS) from the College for Financial Planning
Experienced in financial management: cash, bonds, stocks and mutual funds
Development and analysis of business opportunities
Financial planning and advice
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

Robert's General Services

ph: 714-593-2312