Program Director

Director of the Financial Planning Program
The American College of Financial Services 2018
Succession Planning for Women Business Owners

Assistant Professor
Applied Microeconomics

Adjunct Faculty Member
California Lutheran Univerisity 2011

Adjunct Faculty Member

Senior Adjunct Faculty Member
tax planning and return preparation for professionals as well as for small to mid-size businesses and their owners

Adjunct Faculty

Senior Adjunct Faculty Member
University of West Los Angeles 2007
Income Taxation, Estate & Gift Taxation, Estate Planning, Probate

Senior Adjunct Faculty Member
Investments-Retirement Planning

Adjunct Faculty Member
Tax planning for closely-held family business

Adjunct Faculty
Business Management, Financial Services

Adjunct Faculty Member
California Lutheran University

Senior Adjunct Faculty Member
Pontifical University Antonianum, Rome 1992
Business Law, Business Ethics, Canon Law

Senior Adjunct Faculty Member
ISM, Paris, France. Ph.D. 2006
Business Strategy, Marketing, Business Innovation. International Trade & Development. Global Executive Developing Unique Lifestyle Products, Motorsports, Investment Partnerships, Auto Manufacturing, Tourism, Entertainment.and

Senior Adjunct Faculty Member
UCLA 1964
Business management, member of Board of Directors and entrepreneurship

Adjunct Faculty
CERTIFIED FINANCIAL PLANNER (tm) Retirement Planning Estate Planning Strategies Portfolio Management

Adjunct Faculty

Senior Adjunct Faculty Member
Insurance Fiduciary / fee-only expert on life, disability, long term care and annuity insurance products and agent standards of care

Senior Adjunct Faculty Member

Ph.D. Candidate, MSFP, CFP®, ChFC®, CLU®, CAP, AEP