Financial Planning Association of Orange County
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Financial Planning Association of Orange County Employees
RGT Wealth Advisors June 2014 - Present
Financial Planning Association of Orange County January 2014 - Present
Zeiders Enterprises, Inc. October 2013 - Present
Education
University of California, Irvine 2005 — 2008
Certificate, Personal Financial Planning
Pepperdine University 1990 — 1992
MBA, Business
University of California, Los Angeles 1982 — 1987
BS, Computer Engineering
PHD Insurance Brokers May 2012 - Present
Financial Planning Association of Orange County January 2014 - December 2014
Emerging Insurance Professionals - Orange County January 2014 - December 2014
Emerging Insurance Professionals - Orange County August 2012 - January 2014
PrideMark-Everest Insurance May 2009 - April 2012
The Leavitt Group May 2009 - April 2012
Insurance Incorporated of Southern California 2006 - 2009
Skills
Claim, Umbrella Insurance, General Insurance, Risk Management, Property & Casualty..., Brokers, Employment Practices..., Insurance, Sales, Workers Compensation, Customer Service, Life Insurance, Professional Liability, Marketing, Health Insurance, Commercial Lines, Commercial Insurance, Liability, Access, Casualty, Underwriting, Program Management, Legal Liability
Education
California State University-Fullerton 2000 — 2006
Bachelors, Business Administration
LPL Financial March 2008 - Present
Financial Planning Association of Orange County January 2012 - December 2012
Financial Planning Association of Orange County January 2011 - December 2011
Financial Planning Association of Orange County January 2008 - December 2009
Comerica Bank January 2007 - March 2008
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Investments, Estate Planning, Financial Advisory, Investment Advisory, Asset Allocation, Personal Financial..., Mutual Funds, Investment Strategies, Personal Finance, Investment Management, College Education..., Life Insurance, Long Term Care Insurance
Education
College for Financial Planning 1998 — 1999
CERTIFIED FINANCIAL PLANNER® PRACTITIONER, Financial Planning
San Diego State University-California State University 1983 — 1988
Bachelor of Science, Financial Services
Retirement Funding Solutions August 2015 - Present
Security One Lending; division of Reverse Mortgage Solutions (RMS) July 2012 - Present
Chapel of Change February 2012 - Present
Financial Planning Association of Orange County January 2013 - December 2013
United States Coast Guard Auxiliary September 2011 - October 2012
LLCF; The River Church 2010 - 2011
CFG Bancorp 2008 - February 2010
Saxon/Morgan Stanley June 2004 - February 2008
National Ski Patrol 2001 - 2007
National Ski Patrol 2001 - 2007
Skills
Loans, Strategic Financial..., Mortgage Banking, Mortgage Lending, Contract Negotiation, Loan Origination, Banking, Residential Mortgages, Retirement Planning, Sales Management, Retirement, Investments, Credit, Customer Service, Strategic Planning, Refinance, Reverse Mortgages, Leadership, Reverse Mortgage, Finance, FHA, FHA financing, Credit Analysis, Real Estate, Commercial Mortgages, Foreclosures, Financial Analysis, Underwriting, Mortgage Underwriting, Financial Advisory, Investment Properties, Funding, Government Loans, Home Equity Lines of..., Mortgage Servicing, Real Estate Financing
Education
Prince George's Community College 1983 — 1984
Economics
The Ayco Company, L.P., a Goldman Sachs Company 2013 - Present
Lighthouse Financial Services, Inc. 2002 - 2013
Financial Planning Association of Orange County January 2012 - December 2012
Homebase 1997 - 1998
Skills
* Microsoft Office, * NaviPlan - Financial..., * Advent/Axys -..., * Morning Star -..., * Lacerte - Tax, Strategic Financial..., Portfolio Management, ProSeries, Microsoft Office, Asset Management, Risk Management, Tax, Estate Planning, Financial Planners
Education
California State University-Dominguez Hills 1992 — 1994
Bachelor of Science, Business Administration Marketing
South Coast Wealth Management November 2013 - Present
Financial Planning Association of Orange County April 2013 - Present
Jacqueline S. Zweig, Inc. March 2011 - Present
Lorin & Zweig, CPAs August 2006 - Present
Hd Vest Securities August 2012 - October 2013
Waddell & Reed August 2007 - August 2012
Skills
Income Tax, Retirement Planning, Individual Taxation, Tax Preparation, Corporate Tax, Tax Accounting, Investment Advisory, Excel, Quickbooks, Word, Lacerte, Outlook, QuickBooks, Microsoft Excel, Tax, Wealth Management, Estate Planning, Microsoft Word, Strategic Financial..., Insurance, IRAs, Small Business, Personal Finance, Investments, Roth IRA, Financial Goals, Retirement, Personal Financial..., Wealth, CPA, Asset Allocation, Accounting, Series 7, Financial Services, Certified Financial..., Tax Advisory, Mutual Funds, Financial Planners, Life Insurance, Financial Advisory, 401k, Estate Tax Planning, 401k Rollovers, Financial Accounting, Long Term Care Insurance, Investment Management, Finance
Education
California State University-Fullerton 2006 — 2011
Business Administration, Finance, Accounting, Bachelor of Business Administration
Silversage Advisors June 2002 - Present
Financial Planning Association of Orange County January 2014 - Present
Geneos Wealth Management November 2006 - Present
Associated Securities Corp. September 2000 - November 2006
Claremont Financial Group March 2000 - June 2002
Trust Company of America August 1995 - June 2000
Skills
Wealth Management, CFP®, Investment Advisory, Retirement Planning, Financial Planners, Estate Planning, Asset Allocation, Investments, Insurance, Tax, Asset Managment, Project Planning, Research, Management, Financial Analysis, Portfolio Management, Strategic Financial..., Loans, 401k, Employee Benefits
Education
University of California, Irvine 2005 — 2007
Financial Planning
California State Polytechnic University-Pomona 2000 — 2002
Bachelor of Science, Finance, Real Estate and Law
Fiscalis Advisory, Inc. May 2003 - Present
Financial Planning Association of Orange County January 2014 - December 2014
Financial Planning Association of Orange County January 2013 - December 2013
Alliance of Comprehensive Planners September 2007 - September 2010
The Tarbox Group, Inc. September 2000 - May 2003
Skills
Planning, Financial Planning, Wealth Management, Investments, Personal Finance
Education
University of California, Irvine 1998 — 2000
PFP Graduate Certificate, Personal Financial Planning
Webster University 1993 — 1997
MBA
California State University-Long Beach 1976 — 1979
BA
Anchor Financial Group January 1988 - Present
Toastmasters International 1998 - 2013
Financial Planning Association of Orange County January 2009 - December 2012
Lex Romana 2005 - 2009
Skills
Personal Financial..., Retirement planning, College Education..., Life Insurance, Disability Insurance, Long Term Care Insurance
Education
California State University-Fullerton 1982 — 1986
Sunny Hills