Resumes
Resumes

President
View pageLocation:
Carlsbad, CA
Industry:
Financial Services
Work:
SBIS since Jan 2011
President
Retirement Solutions, Inc Jul 2000 - Dec 2010
Financial Advisor
Raymond J. Lucia Companies Sep 1999 - Jul 2000
Financial Planner
President
Retirement Solutions, Inc Jul 2000 - Dec 2010
Financial Advisor
Raymond J. Lucia Companies Sep 1999 - Jul 2000
Financial Planner
Education:
Appalachian State University 1995 - 1999
BSBA, Finance, Insurance and Real Estate
BSBA, Finance, Insurance and Real Estate
Skills:
Retirement Planning
Wealth Management
Succession Planning
Business Planning
Estate Planning
Wealth
Strategic Financial Planning
Pensions
Small Business
Finance
Strategic Planning
Life Insurance
Wealth Management Services
Investments
Insurance
Financial Planning
Strategy
Management
Wealth Management
Succession Planning
Business Planning
Estate Planning
Wealth
Strategic Financial Planning
Pensions
Small Business
Finance
Strategic Planning
Life Insurance
Wealth Management Services
Investments
Insurance
Financial Planning
Strategy
Management
Interests:
Skydiving
Wine Tasting
Golf
Travel
Wine Tasting
Golf
Travel