Credits: B.S. and JD from UCLA; CFP(R) granted by the CFP Board of Standards; Enrolled Agent of the IRS
Experience: Decades of managerial experience for large and small aerospace companies in contracts, administration and finance. Extensive experience in starting, owning and managing small businesses: taxes, importing, restaurants, real estate, and financial planning.
Instructor in business and law at various colleges including Cal Lutheran, University of California system, Northrop University, and College of Financial Planning. Currently represent clients before the IRS and DCAA and provide instruction in finance, taxes and contracting.
UCLA, BS, Business major in Accounting 1961
UCLA, JD, 1964
Personal financial management