About our host
Professional Designations 1996 - Current
Accident / Life / Health Insurance License
Business / Business Start-up Consultant
Chartered Financial Manager ChFM®
Chartered Portfolio Manager CPM®
Chartered Wealth Manager CWM®
Chief Investment Officer
Divorce Coach Certification
Entrepreneur / Multiple Small Business Start-ups
Financial Industry Regulatory Authority FINRA - Arbitrator
Founder 501(c)(3) Tax-Exempt Nonprofit Organization
Mediation Certification
Sr. Portfolio Manager
Sr. Wealth Manager
Professional Achievements / Affiliations 1992-Current
Beverly Hills Bar Association - Volunteer Arbitrator
Board of Directors Epilepsy Foundation - Dallas Chapter
California Lawyers for the Arts (CLA) - Volunteer Mediator
CERTIFIED FINANCIAL PLANNER CFP® - Member #474824
CFA Institute of Orange County - Member
Chartered Asset Manager CAM®
Credit Score Advisor / Repair Business Owner
Founder - Registered Investment Advisory Firm
Marquis Who's Who in America
MicroMentor.org - Small Business Owner Mentor
Minnesota Twins Baseball Club - Batboy / Ballboy
National Conflict Resolution Center, CA - Volunteer Mediator
Orange County Bar Association - Volunteer Arbitrator
Orange County Superior Court Small Claims Division - Mediator
National Syndicated Radio Show Host - 2005 - 2019
Real Estate Investor / Landlord
San Diego County Bar Association - Volunteer Arbitrator
Shark Tank TV Show - StampStickers Product - opportunity 2009
State of CA Bar Association - Volunteer Arbitrator
Texas Notary Public
Published Author
Pros & Cons of Becoming Self Employed
Truth About Your Credit Score
Your Financial Lifecycle
Taught COntinuing Education Classes / Guest Speaker Experiences 1998-2025
Businesses
Community Colleges
Osher LifeLong Learning Institute OLLI
Park & Rec. Departments
Universities
Education
University of Minnesota - Twin Cities
Business Management / Marketing
Worked full-time during college, took evening classes and online classes.
Hobbies / Fun Facts
Building - Investing in Start-up Companies
Golf - Lowest Recorded USGA GHIN Handicap - 1.7
Hockey - Highest Level - United States Hockey League (USHL)
Started 1st Business at 17 yrs old - Driveway Sealcoating Company
Travel - Visited 70% of States in USA so far