The Certified Financial Planner Board is a professional regulatory organization that fosters professional standards in personal financial planning. Individuals who have met their rigorous certification requirements are certified by the CFP Board to use its certification trademark.
FINANCIAL PLANNING ASSOCIATION
I am a Member of the Financial Planning Association (FPA), a professional organization for the financial planning community.
Members include individuals and companies who are committed to championing the financial planning process. FPA members are dedicated to supporting the financial planning process in order to help people achieve their goals and dreams. The FPA believes that everyone needs objective advice to make smart financial decisions and that when seeking the advice of a financial planner, the planner should be a CFP® certificant.
UNIVERSITY OF CALIFORNIA, IRVINE
I am a Graduate of the University of California, Irvine with a Master of Science degree in Information and Computer Science, a Bachelor of Science degree in Social Sciences and a Certificate in Personal Financial Planning. In 2000, I received UCI's Distinguished Alumnus award.