Director, Financial Planning
About Financial Advisor
- Joined Financial Engines in 2010. Began his career in the financial services industry in 2002.
- Successfully completed the Series 7 and 66 examination(s) administered by FINRA.
- Earned the CERTIFIED FINANCIAL PLANNERTM (CFP®) certification(s).
- Bachelors of Science in Health Science from the University of Delaware.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Boards initial and ongoing certification requirements.