How I can help you
I can help early stage businesses create a roadmap to success through planning, strategy, and financial projections to assess viability. As an entrepreneur with a diverse background in structural engineering, construction, product development, patents, and now in financial services as an advisor, I am able to provide insight in many areas of business planning and growth.
Areas of Expertise
- Business Finance & Accounting
- Business Strategy & Planning
- Manufacturing & Product Development
- Business Operations
- Banking, Finance & Insurance
- Home or Personal Maintenance Services
- Manufacturing & Industrial
- Professional & Business Services
BS in Engineering Technology Construction
Cal Poly Pomona in 1989
Currently hold Series 7 & 66 registrations, plus life and health licenses.