1985 grad with honors in International Relations from Stanford University. In the financial services industry since 1985. Owner of a fee-only financial life planning and wealth management firm specializing in early affluence and sudden wealth (also known as 1st generation wealth.) One of the few Registered Life Planners through the Kinder Institute in the country. I am now one of their trainers/mentors helping other advisors become Registered Life Planners. As a Sudden Money Institute advisor, I have been trained to effectively understand and address the complex transition issues that many people face during their lives, and especially those who have a "sudden wealth" event. Omega Wealth