Location:
4027 Cuyamaca Cir, Rancho Cordova, CA 95742
Industry:
Financial Services
Work:
Edward Jones
Financial Advisor
Education:
California State University - Sacramento 2007 - 2008
Bachelors, Criminal Justice
Monterey Peninsula College 2003 - 2006
North Monterey County High School 1999 - 2003
Skills:
Estate Planning
Eagle Scout
Financial Strategies
Public Speaking
Retirement Savings
Pensions
Fixed Income
Bonds
Portfolio Review
Wealth Protection Strategies
Wealth Transfer
Retirement Planning
Event Planning
Iras
529 Plans
Estate and Legacy Strategies
Fundraising
Strategic Planning
Roth Ira
Wealth Management
Equities
Life Insurance
Mutual Funds
Money Market
Multi Generational Wealth Transfer
Estate Considerations
Stocks
Leadership Development
Community Outreach
Financial Analysis
Disability Insurance
Long Term Care Insurance
Wealth Preservation Strategies
401K Rollovers
Portfolio Strategies
Retirement
Asset Protection Strategies
Trust Services
Asset Allocation Strategies
Interests:
Family
Children
Photography
Hiking
Wine Tasting
Travel
Certifications:
License Ca Insurance Oc24309
