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EXPLORE
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$35 USD / Hour
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United States (8:34 PM)
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Joined on January 25, 2006
$35 USD / Hour
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I began my trek in the financial world at Morgan Stanley almost 20 years ago. Since then I developed a niche for working with small business owners and issues that they deal with. Quickly building retirement plans favored to owners or debt negotiation for those times when things have got too tight. I have broad insight and have handled issues from estate transfer to simple 401k rollovers and retirement income planning. let my insight be your guide so it is done right the first time.
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Experience
Small Business Financial Advisor
Jan, 2003 - Present
•
22 years, 10 months
Smith Advisor
Jan, 2003 - Present
•
22 years, 10 months
It Ain’t What You Don’t Know That Gets You Into Trouble. It’s What You Know for Sure That Just Ain’t So ~ attributed to Mark Twain. I work with the most self-driven entrepreneurs and small business owners in southern California. For those select few that are true experts in their industry; I am there as an expert in my industry. Together we will set the foundation for your legacy for years to come.
Jan, 2003 - Present
•
22 years, 10 months
Financial Advisor, Retirement Planning Specialist
Jan, 2000 - Jan, 2003
•
3 years
Morgan Stanley
Jan, 2000 - Jan, 2003
•
3 years
I was a financial planning and wealth management pioneer at Morgan Stanley; the concept was new at the time when focus was more on commission vs being an advisor. I won the national Horizons award for top performing advisors 2 years in a row.
Jan, 2000 - Jan, 2003
•
3 years
Account Executive
Jan, 1999 - Dec, 1999
•
11 months
Goldline International
Jan, 1999 - Dec, 1999
•
11 months
BoilerRoom sales of precious metals and speciality coins. Intense sales training, sales boards, and 200 calls a day.
Jan, 1999 - Dec, 1999
•
11 months
Education
University of Phoenix
2007 - 2010
•
3 years
Business Management
United States
2007 - 2010
•
3 years
Qualifications
Morgan Stanley Financial Advisor Training program
2000
Morgan Stanley
Intense financial training at their former headquarters located on the 62 floor of the World Trade Center in New York
2000
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