Investment Advisor Representitive at Sammons Securities, Owner at Pinnacle Financial & Insurance Services Corp., Wealth Management at Precision Wealth
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work:
Sammons Securities - Cerritos, CA since Mar 2012
Investment Advisor Representitive
Pinnacle Financial & Insurance Services Corp. since Jul 2009
Owner
Precision Wealth since Nov 2003
Wealth Management
Transamerica Nov 2003 - May 2007
Registered Representative
FCB Financial Aug 2002 - Jun 2005
Financial Professional
Education:
Boston University 2010 - 2011
CFP, Certified Financial Planner
The Johns Hopkins University 1994 - 1998
BS, Biomedical Engineering
Interests:
Investments, Insurance, Golf, Tennis
Honor & Awards:
Most Improved 2004 - FCB Financial
MVP 2005 - FCB Financial
Top Sales 2007 - Precision Wealth
Top Sales 2008 - Precision Wealth
Director's Club 2006-2009 - Midland National Life Insurance Co.
Midland National guest panel 2011
Midland National Top Producer Panel 2012
Published article "Boost your sales" - Advisor Today Magazine - Jan '09