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 Planning and Management

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

* Like most insurance policies contain exclusion, limitations, reductions of benefits and terms for keeping them in force. I will be glad to provide you with the cost and complete details.