Wealth Manager specializing in investment management and financial planning for high net worth individuals and small/medium size businesses and non-profits. CERTIFIED FINANCIAL PLANNER professional. Currently hold FINRA Series 7 & 66 licenses, AZ Life & Health Insurance licenses, Chartered Mutual Fund Counselor and Chartered Retirement Plans Specialist designations from the College for Financial Planning. BA from University of California, Santa Barbara in Business Economics/Accounting. Highly experienced advising high net worth executives in the fields of investment management, private equity, alternative investments, estate, tax and retirement planning, corporate benefits/pension