Brief professional background summary:

• CERTIFIED FINANCIAL PLANNER™ professional and Certified Public Accountant (CPA).
• Alumnus of the UCLA Anderson School of Management MDE Program.
• Providing services to individuals/entities to assist them in attaining financial and personal goals and develop a life legacy. "Life Legacy" planning is our philosophy for helping clients establish personal wealth, social wealth, and financial wealth.
• Licensed under the State of California Insurance Code, license number 0C87485.
• Member of the Financial Planning Association (FPA).
• Member of the California Society of CPAs, Financial Literacy Committee.
• California State University, Los Angeles, Alumni Association, Board of Director.
• Cal State LA Foundation, Board of Trustee.
• Past professional experience includes many years with Coopers & Lybrand (now PricewaterhouseCoopers) & as a current partner at a Southern California CPA firm.
• Member of the City of Orange, California, Audit Committee.
• Strategic alliance with Wymac Capital, Inc., providing real estate financing services (Mortgage Loan Originator License 321322).
• Providing independent objective advice through my independent office.