Personal Information
Organization / Workplace
Greater Los Angeles Area United States
Occupation
Business Professor | Financial Advisor
Industry
Finance / Banking / Insurance
About
Financial advisor and peer-review published professor with over 20 years of professional experience, extensive education (MSFS, ChFC, CLU, JD, MBA; currently a PhD Candidate; approved to sit the CPA exam), and passion for teaching. I want future professionals to understand the value of grand strategies, critical thinking, and fundamental ethics in business, and how to apply them. Highlights:
• Business Ethics & Social Responsibility Professor at International American University
• Volunteer Counselor with SCORE, teaching seminars in taxation for small businesses
• PhD student in Financial & Retirement Planning at The American College
• Founder of Wealth Directives, Inc. (WealthDirec
Contact Details