Cetera Advisor Networks LLC, member FINRA/SIPC
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Cetera Advisor Networks LLC, member FINRA/SIPC Employees
Peak Financial Network Solutions April 2008 - Present
Cetera Advisor Networks LLC, member FINRA/SIPC April 2008 - Present
Beneficial Financial Group April 2006 - March 2008
CUNA Brokerage Services, Inc May 1991 - January 2003
Education
Brigham Young University 1982 — 1986
Utah Community Credit Union Financial Group 1995 - Present
Cetera Advisor Networks LLC, member FINRA/SIPC 1995 - Present
Skills
Investment Advisory, Retirement Planning, Certified Financial..., Investment Management, Life Insurance, Chartered Life..., Estate Planning, Individual Life, Retirement, Investments
Education
Brigham Young University 1980 — 1986
Bachelor's degree, Finance, General
Valhalla High School
Cetera Advisor Networks LLC, member FINRA/SIPC August 2012 - Present
Citigroup August 1991 - April 2005
Pacific Coast Stock Exchange 1988 - 1991
Skills
Retirement, Investments, Estate Planning, College Funding..., Business Planning, Exit Strategies, REITs, Annuities, 401k Rollovers, Charitable Giving, Life, Health, LTC,..., Supplemental Business..., Fixed Annuities, Account Management, Retirement Planning, Finance, IRAs, Wealth Management, FINRA, Series 63
Education
Peralta College Berkeley 2000 — 2003
Business Administration
San Francisco State University, College of Business
International Business
Cetera Advisor Networks LLC, Member FINRA/SIPC October 1998 - Present
Education
DePaul University 1987 — 1990
Masters, Finance
Miami University 1979 — 1983
BS, Accounting
Zapata Private Wealth Group October 2010 - Present
California Competes Tax Credit Committee November 2013 - Present
Cetera Advisor Networks LLC, member FINRA/SIPC 2010 - January 2014
Latino Network 2010 - January 2014
Alta Vista CU/Alta Vista Financial Services 2010 - November 2013
HOPE 2013 - 2013
Altura CU 2008 - 2010
Altura Credit Union 2008 - 2010
WM FINANCIAL SERVICES 2004 - 2007
Washington Mutual 2003 - 2006
Skills
Wealth Management, Finance, Investments, Retirement Planning, Banking, Financial Services, Mutual Funds, Strategic Financial..., Securities, Wealth Management..., Retirement, Insurance, Fixed Annuities, Series 63, Credit, Series 7, FINRA
Education
Fielding Graduate University 2013 — 2015
Doctor of Education (Ed.D.), Educational Leadership and Change
UC Riverside 1997 — 2001
Bachelor of Business Administration (B.B.A.), Financial Planning and Services
Lambda Theta Nu Sorority, Inc.
Financial Planning Association-Los Angeles January 2012 - Present
Cetera Advisor Networks LLC, Member FINRA/SIPC January 2011 - Present
California Lutheran University 2011 - 2011
Education
California Lutheran University 2009 — 2011
MBA, Financial Planning
UCLA
BA, History
Cetera Advisor Networks LLC, Member FINRA/SIPC March 2015 - Present
The Financial Planning & Investment Group, A financial advisory practice of Ameriprise Financial March 2010 - February 2015
Carlsbad Unified School District September 2009 - December 2009
Education
California State University-San Marcos 2007 — 2009
Teaching Credential, Education
California Polytechnic State University-San Luis Obispo 2002 — 2006
BS, Business Administration
The David R. Bergmann Group January 1984 - Present
The David R. Bergmann Group January 1984 - Present
Cetera Advisor Networks LLC, Member FINRA/SIPC January 1984 - Present
UCLA 1995 - 2015
Trans World Airlines July 1968 - October 1991
American Airlines / TWA 1968 - 1990
Skills
Investment Management, Financial Goals, Tax Advisory, Family Office, Retirement Planning, Estate Planning, Investment Advisory, Strategic Financial..., Wealth Management, Retirement, Investments, Wealth, Financial Planners, Financial Advisory, Mutual Funds, Insurance, Small Business, Personal Financial..., Certified Financial..., Investment Strategies, 401k, Personal Finance, Asset Allocation, Wealth Management..., IRAs, Finance, Series 7, Portfolio Management, Fixed Annuities, Disability Insurance, Financial Services, High Net Worth..., Long-term Care, Pensions, Employee Benefits, Securities, Wealth Accumulation, Alternative Investments, Asset Management, Life Insurance, Estate Tax Planning, Trusts, Financial Analysis, Series 63, Tax, 401k Rollovers, Bonds, FINRA, Series 65, Asset Protection
Education
California State University-Long Beach - College of Business Administration 1974 — 1981
ucla
Cetera Advisor Networks LLC, Member FINRA/SIPC October 2002 - Present
Skills
IRAs, Investments, College Savings Plans, Asset Allocation, Mutual Funds, Retirement Planning, Series 63, 401k Rollovers, 403 b, 401k
Education
Indiana University - Kelley School of Business 1995 — 2000
Bachelor of Science (BS), Finance, General
Salem High School 1991 — 1995
Cetera Advisor Networks LLC, member FINRA/SIPC February 2011 - Present
Skills
Life Insurance, Financial Services
Education
University of Kansas
Master of Business Administration (MBA)
Pittsburg State University
Bachelor of Business Administration (BBA), Finance, General
Cetera Advisor Networks LLC, member FINRA/SIPC September 2011 - Present
Sagemark Consulting February 2006 - August 2011
Northern California Financial Associates January 2005 - December 2005
Skills
Investment Management, Retirement Planning, Executive Compensation..., Insurance Planning, Business Succession..., Tax Planning, Financial Planners, Wealth Accumulation, Finance, Strategic Financial..., Succession Planning, Wealth Management, FINRA, Retirement, Fixed Annuities, 401k Rollovers, Long Term Care Insurance, Investments, IRAs, Variable Annuities, 529 Plans
Education
The American College 2013 — 2014
Chartered Financial Consultant (r), Financial Planning and Services
The American College 2009 — 2014
CERTIFIED FINANCIAL PLANNER PRACTITIONER TM, Financial Planning and Services
California State University-Chico 1998 — 2003
Bachelor's degree, School of Engineering
Cetera Advisor Networks LLC, Member FINRA/SIPC October 2002 - Present
Deliotte and Touche August 2000 - October 2001
Skills
Management, Securities, Financial Services, Insurance, Accounting, Risk Management, Financial Planning, Financial Analysis, Project Management, Microsoft Excel
Education
Cal Poly San Luis Obispo 1996 — 2000
Business, Finance
California Polytechnic State University-San Luis Obispo
Cetera Advisor Networks LLC, member FINRA/SIPC May 2013 - Present
Self-Employed October 2010 - May 2013
Bank of America & Merrill Lynch October 2011 - August 2012
Citibank October 2007 - October 2010
Banc of America Investment Services Inc. August 2003 - December 2005
Bank of America April 2002 - August 2003
Bank of America June 1997 - April 2002
Wells Fargo August 1988 - June 1997
Skills
Credit, Consumer Lending, Financial Services, Banking, Retail Banking, Loans, Investment Banking, Compliance, Mortgage Lending, Series 7, Series 63, Series 6, Series 24, Licensed Life & Health..., Portfolio Management, OSJ Supervision, Leadership, Series 65, Series 53
Education
Loyola Marymount University 1984 — 1988
Bachelor of Business Administration (BBA), Business Administration and Management, General
St. John Bosco High School 1980 — 1984