Certified Financial Planner™ professional
This certification is a financial planning credential awarded by Certified Financial Planner Board of Standards Inc. (CFP Board) to individuals who meet education, examination, experience and ethics requirements.
State Insurance Licensed
Licensed to sell life, variable life, disability, and long-term care insurance
Series 6, 7, 24, 63, 65, 66
Licensed to sell all forms of securities including variable insurance and real estate securities