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Professional

Invited to participate in the Fastrack Academy for education advancement in the field of financial investment in September 2007

Completed Chartered Financial Consultant (ChFC) designation in August 2007

Completed Chartered Life Underwriter (CLU) designation in March 2006

Completed professional designation Certified Financial Planner (CFP) in July 2005

Acknowledged in the national publication of "Money" magazine's April 2005 edition

Completed professional designation Chartered Advisor for Senior Living (CASL) in December 2004

Student of the Year (2002) in my major of Finance, Real Estate and Law at California State Polytechnic University, Pomona

Internship at Merrill Lynch in 2001

Associations and Memberships

Member of NAIFA (National Association of Insurance and Financial Advisors) since 2005

Years of Experience

I have been a Financial Representative since 2002.

Education

Degree Major Institution
Bachelor of Science Finance, Real Estate, and Law Cal Poly Pomona