San Diego, California 92037
I am a Certified Divorce Financial Analyst and Certified Financial Planner with over thirty years of experience providing financial counseling and analysis.
While I have a strong technical background, I am especially proud of the fact that that clients often describe two of my greatest strengths as being:
1) Able to take complex financial issues and explain them in plain English that people find easy to understand, and
2) Being a good listener.
I believe the combination above explains why I am so often called on to work with families going through transitions in their life such as divorce.
My comprehensive background includes having been trained in investments with Dean Witter Reynolds (Morgan Stanley), in tax planning with KPMG LLP, in insurance with CIGNA, and in banking with The Citigroup Private Bank. Prior to entering the financial planning field, I worked in economic research and corporate financial analysis.
Brandeis University, 1976
MIT Sloan School of Management, 1980
CDFA, CFP, CLU, ChFC