CERTIFIED FINANCIAL PLANNER™ Professional
Registered Investment Advisor Associate
Registered Securities Principal
Foothill Securities, Inc.
California Insurance License #0739108
Enrolled to Practice before the Internal Revenue Service
Financial Planning and Investment Services offered through Foothill Securities, Inc. Member FINRA/SIPC.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investments products and services available only to residents of : California (CA), Florida (FL), Oregon (OR), Pennsylvania (PA), Washington (WA)
Fee-based advisory services are available only to residents of : California (CA)
We are licensed to sell insurance products in the following states of: California (CA)