Qualifications

Education

College for Financial Planning, Denver CO.

University of Miami

CERTIFIED FINANCIAL PLANNER ^TM professional


Professional Services
 

Comprehensive Financial & Retirement Planning Analysis

Wealth Management and Transfer Strategies

Executive & Employee Benefit Planning

Retirement Plans

Investments

Business Fringe Benefits

Disability Income Insurance

Long Term Care (LTC) Insurance

Business Continuation Planning

Life Insurance


Memberships

Institute of Certified Financial Planners (ICFP)

Registry of CFP Licensed Practitioners of the Institute of Certified Financial Planners

Small Business Council of America

National Association of Insurance and Financial Professionals

International Association of Registered Financial Consultants

Board Member of Spain-U.S. Chamber of Commerce