Associate Director, Financial Planning
About Financial Advisor
- Joined Financial Engines in 2015. Began his career in the financial services industry in 1996.
- Successfully completed the Series 7, 63 and 65 examination(s) administered by FINRA.
- Earned the CERTIFIED FINANCIAL PLANNERTM (CFP®) certification(s).
- Bachelors of Science in Finance from Pennsylvania State University and Master of Business Administration in Finance from Villanova University.
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.