Life Insurance & Annuities/Financial Planner Expert Witness | California
Life Insurance & Annuities/Financial Planner | E-035761
Expert Qualifications
This highly qualified expert specializes in insurance litigation and financial consultation. He has extensive experience mentoring numerous insurance agents, financial planners and brokers to create successful careers. He holds various certifications including Forensic Litigation Consultant, Life & Disability Agent/Property & Casualty Broker for the State of California and ChFC/RHU. This expert has over 20+ years in the insurance industry and has had a rewarding career building agencies for financial groups and has held the position of the Regional Director for New England Financial. Currently, he is the founder of a financial consulting firm in the San Francisco Bay Area.
Bio Snapshot
Location: CA A.A., Transfer Studies/History, Diablo Valley College B.A., United States History Option, California State University Certification, Chartered Financial Consultant (ChFC) Certification, Chartered Life Underwriter (CLU) Certification, Registered Health Underwriter (RHU) Certification, Life Underwriter Training Council Fellow (LUTCF) Certification, NASD Series 6 & 63 Registered Red Certification, California L & D Member, Forensic Expert Witness Association/San Francisco Chapter Member, American College of Forensic Examiners Member, Society of Financial Service Professionals Member, The American College of Forensic Examiners Former, Instructor & Assistant Editor, Anthony Schools of California Former, Producer Development Specialist, Aetna Life Former, Brokerage Life Consultant, Principal Financial Group Former, Life Specialist, Allstate Life Former, Life Specialist, Farmers Insurance Group Former, Life Sales Manager, CSAA Life-East Bay Region Former, Acting Managing Director, Walnut Creek Office Former, Financial Professor, The MONY Group Former, Life Insurance Regional Director of the Western States, New England Financial Group Current, Financial Counselor, Financial Firm Current, Founder, Financial Consulting Firm in the San Francisco Bay Area