Click here to see my personal disclosure document known as Form ADV Part 2B.
Education and Qualifications:
- Bachelor of Science degree in Electrical Engineering
- Certified Financial Planner Professional™ (CFP®) credential
- Entered the financial services industry in 1995
Ethics:
- Advisors with the (CFP®) credential meet rigorous education and experience requirements, and they are held to the highest ethical and professional standards in the industry.
- I am bound by a fiduciary duty, which means my client’s best interests are ALWAYS placed first.
- I agree to be bound by CFP Board’s Standards of Professional Conduct, a set of documents outlining the ethical and practice standards for CFP® professionals.