Education
- PhD, Finance, Universidad Central de Nicaragua
- MBA, Finance, New York Institute of Technology
- Series 6, 7, 63 and 66 registered with Securities America
- Life, Health, Disability and Credit Life Insurance licensed
- LUTCF (Life Underwriter Training Council Fellow)
- CFP® (Certified Financial Planner™) certification
- CLU® (Chartered Life Underwriter)
- ChFC® (Chartered Financial Consultant)
- BFATM (Behavioral Financial Advisor)
- Financial Planning Association of Greater Phoenix
Career Highlights
- Financial services industry, 1999-present
Membership
- Rotary
- Financial Planning Association of Greater Phoenix
For immediate assistance, please contact one of our Wealth Management Administrators.