Senior Vice President - Financial Planning
Pleasanton (Bay Area)
About Financial Advisor
- Joined Financial Engines in 2007. Began his career in the financial services industry in 2000.
- Successfully completed the Series 7, 63, and 65 examination(s) administered by FINRA.
- Earned the CERTIFIED FINANCIAL PLANNERTM (CFP®) and Certified Investment Management Analyst® (CIMA®) certification(s).
- Bachelor's degree in Finance from the University of Kansas.
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 Board's initial and ongoing certification requirements.