Our Credentials

• Licensed in the State of California with the the following specialized marks and designations:
  
  
  • Certified Financial Planner (CFP®) by the College for Financial Planning
  • Qualified Financial Planner (QFP) by the International Association of Qualified Financial Planners
  • Personal Financial Specialist (PFS) by the American Institute of Certified Public Accountants
  • Registered with the State of California, Department of Justice for Conservator, Guardian and Trustee services
  • National Certified Guardian (NCG) by the Center for Guardianship Certification
  • Charter Member of the ElderCare Matters Alliance, America’s online source for elder care experts plus articles, interviews, and information about a wide range of elder care matters.
  • Registered Investment Adviser by the U.S. Securities and Exchange Commission
    
    
• More than 50 combined years experiece in our field
  
  
• Founded 26 businesses in the following areas:
  
  
• Accounting
• Banking
• Construction
• Data Processing
• Farming
• Import (operations in China)
• Real Estate Development
• Real Estate Management
• Restaurants
• Wholesale Grocery
  
  
• Helped in the development of the State Society "Personal Financial Planning Division", requiring fee-only consulting
  
  
• Wrote "The Loan Book", used by banks such as Wells Fargo, Bank of America and First Interstate as a training guide on the various ins and outs of obtaining loans
  
  
• Co-authored "Business Person's Guide to Taxation in the 90's: Starting and Running Your Own Business"