Certified Financial Planner™
Graduate Certificate (personal financial planning), University of California Berkeley
BS (finance, banking and real estate), San Francisco State University
California Life and Health Insurance License
PROFESSIONAL AND TEACHING EXPERIENCE
- Asti Financial Management, LLC.
Founder and Principal
- Van Wagoner Capital Management
- mPower.com, Inc.
- Barclays Global Investors
Business Development/Client Relations, Individual Investors Group
Portfolio Manager, Advanced Strategies Group
- Continental Capital Financial Group, Inc.
Director, Regional Sales & Marketing
Board of Directors – President, Financial Planning Association of San Francisco
Vice President, BNI Berkeley Chapter