Resumes
Resumes

Board Of Directors Member
View pageLocation:
303 Sheridan Dr, Menlo Park, CA 94025
Industry:
Financial Services
Work:
Yu Ai Kai Community Senior Service
Board of Directors Member
Matsui & Associates A Mar 2001 - Jan 2015
Private Wealth Advisor and Practice Founder
Common Sensonomics Wealth Management Mar 2001 - Jan 2015
Managing Director
Society of Financial Service Professionals Silicon Valley 2009 - Jan 2013
Board of Directors Member
Smart 2009 - Jan 2013
Principal, Founder
Board of Directors Member
Matsui & Associates A Mar 2001 - Jan 2015
Private Wealth Advisor and Practice Founder
Common Sensonomics Wealth Management Mar 2001 - Jan 2015
Managing Director
Society of Financial Service Professionals Silicon Valley 2009 - Jan 2013
Board of Directors Member
Smart 2009 - Jan 2013
Principal, Founder
Education:
Uc Irvine
The Wharton School
University of California, Santa Cruz
The Wharton School
University of California, Santa Cruz
Interests:
Wife May
Dog Boo
Enjoy Spending Time With My 3 Children
Reside In Menlo Park
Cat Mare
Dog Boo
Enjoy Spending Time With My 3 Children
Reside In Menlo Park
Cat Mare
Certifications:
Cfp Board
Imca
College of Financial Planning
Nicep
Certified Econometric Analyst
Certified Financial Planner Practitioner
Certified Investment Management Analyst
Chartered Retirement Planning Counselor
Certified Estate Planner
Subject Matter Expert-Investment Management Consultants Association
Imca
College of Financial Planning
Nicep
Certified Econometric Analyst
Certified Financial Planner Practitioner
Certified Investment Management Analyst
Chartered Retirement Planning Counselor
Certified Estate Planner
Subject Matter Expert-Investment Management Consultants Association