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Frequently Asked Questions.
I am both a CERTIFIED FINANCIAL PLANNER™ professional and CFA® charterholder, both prestigious and rigorous designations requiring in-depth knowledge of all aspects of an individual’s financial life. Combining both designations provides a solid foundation for investment management and financial planning and offers a unique perspective which is not commonly found in the profession, with less than one percent of advisors in California holding a CFA Charter. I also hold an MBA from the University of California, Irvine.