- Financial Advisor,
- Series 7 (General Securities), Series 6 (Investment Company and Variable Contracts), Series 63 (Uniform Securities Agent State Law, Ca), Series 66 (Uniform Investment Advisor, Combines State Law), Registered Representative.
- EA, Enrolled Agent (highest federally recognized income tax designation) #56233, since 1994.
- Real Estate Salesperson, CA DRE #01309396.
- California Life/Health Insurance Agent and Variable Annuities, Lic #0B93118.
- CSA, Certified Senior Advisor.
- MBA, MDiv & Bachelors of Science.