Certified Financial Planner™
Chartered Financial Consultant™
Chartered Life Underwriter™

- CFP®
- ChFC®
- CLU®

Enrolled Agent 
Life and Disability Insurance Analyst
Uniform Investment Adviser Agent

- EA
- LA
- Series 65 

Commodity Futures Representative
Registered Options Principal
General Securities Representative
General Securities Sales Supervisor     
General Securities Principal
Financial and Operations Principal
Futures Branch Office Manager
Municipal Securities Principal
Equity Trader Representative
Uniform Securities Agent
Life and Disability Insurance Broker
Variable Annuity Insurance Broker
Fire and Casualty Insurance Broker
Real Estate Broker

- Series 3
- Series 4
- Series 7
- Series 8
- Series 24
- Series 27
- Series 30
- Series 53
- Series 55
- Series 63
 

California State University Northridge
Master of Science, Taxation             
   
Prairie View Agricultural and Mechanical University
Bachelor of Science, Mechanical Engineering  

University of California Los Angeles
Certificate, Personal Financial Planning 

American Economic Association
Society of Actuaries
American Institute of Certified Public Accountants
California Society of Certified Public Accountants
National Association of Enrolled Agents
California Society of Enrolled Agents
Certified Financial Planner Board of Standards, Inc.
Financial Planning Association