Mission Viejo, CAUSA
Hometown: Mission Viejo
November 3, 2011
I was born and raised in Washington state. I earned my Bachelor of Science Degree in Aeronautical Engineering from the U.S. Air Force Academy and Masters Degree in Systems Management from USC. During my ten years of service in the U. S. Air Force, I logged 120 hours flying military jets, launched a dozen Titan III & IV Rockets with satellites and worked on four Space Shuttle missions. I began my career in the Finance Industry in 1994, and in 2002 founded Quintessential Financial & Insurance Services Corp. Utilizing my training in Engineering Science and super secret spy stuff, I investigate available investment products and the opportunities they offer in search of exceptional wealth planning strategies for my clients. I am a CERTIFIED FINANCIAL PLANNER as well as a Certified Financial Educator.
CERTIFIED FINANCIAL PLANNER (CFP), and Certified Financial Educator (CFEd)
This is an exciting group!