CA Insurance License # 0439964
EDUCATION
Lafayette High School, Laney College, University California of Berkeley, received CFP Designation College of Financial Planning 1981, LUTC Graduate, Kingdom Advisors Course Completion 2019.
PROFESSIONAL LICENSES
General Securities Principal (Series 24), General Securities Representative (Series 7), Licensed with the California Department of Insurance for Property and Casualty, Life, Disability and Variable Contracts.
COMMUNITY SERVICE AND OUTREACH
Past President of the Board of Directors for United States Tennis Association Northern California Section. First African American Elected President of the Board of Directors. Pueblo Health and Educational Programs Community Service Business of the Year, Pueblo Health and Educational Programs Businessperson of the Year. Designed and taught in the Adult Education Departments – The Living Trust Workshop and Long-Term Care Workshop for the Eastside School District, Metropolitan School District, Senior/Community Centers and the Timpany Center in San Jose, California.
