ACCREDITATIONS AND LICENSES:

CFP® – Certified Financial Planner
EA – Enrolled Agent
Securities Registrations – FINRA Series 6, 7, 24, 63, 65
Insurance Licenses – Life, Health, and Variable – CA #0C66136, AZ #148485, FL #E093560, and MN #40434196

EDUCATION:

MBT – Master of Business in Taxation (USC)
BS – Bachelor of Science, Accounting (CSU Northridge)
Institute on International and Comparative Law (USD)
College for Financial Planning

AFFILIATIONS:

Certified Financial Planner Board of Standards
USC Alumni Association

LANGUAGES:

Italian
French

ACCREDITATIONS AND LICENSES:

Securities Registrations – FINRA Series 7 & 66

EDUCATION:

Bachelor of Science in Finance at California State University, Long Beach

AFFILIATIONS:

CSULB Alumni Association