Financial Strategist at Tax & Financial Group, Volunteer Board Member at Boys & Girls Club of Camarillo
Location:
Camarillo, California
Industry:
Financial Services
Work:
Tax & Financial Group since Jun 2011
Financial Strategist
Boys & Girls Club of Camarillo - Camarillo since Jul 2012
Volunteer Board Member
Sagemark Consulting Oct 1997 - May 2011
Private Wealth Advisor
Skills:
Wealth Retirement Estate Planning Financial Planning Succession Planning Wealth Preservation Retirement Planning Series 7 Wealth Management Asset Protection High Net Worth Individuals Annuities Financial Advisory Tax Long Term Care 401k Insurance Cash Flow Strategic Financial Planning Wealth Management Services Investment Advisory IRAs Investment Strategies Life Insurance Long Term Care Insurance Asset Management Personal Financial Planning Series 63 Wealth Accumulation 401k Rollovers Wealth Preservation Planning Term Life Insurance Mergers
Video Social Media Writing Sales Management Program Management Networking Strategic Planning Digital Media Public Speaking Blogging Account Management Social Media Marketing Editing New Media Public Relations Strategic Communications Social Networking New Business Development Sales Strategic Partnerships Advertising Media Relations Project Management Marketing Communications
Jordan Valley High School Jordan Valley OR 1980-1984
Community:
Trina Allen, Nour Helmy, Molly Mckay, Kurt Dillard, William Krupp, Michael Tebo, Jeannie Miyamoto, Matthew Gunderson, Luke Hayward, Brian Pike, Chris Smith, Everett Lile