My expertise in finance and investing runs both wide and deep in academic and professional accomplishment. I was selected to graduate high-school a year early. My SAT math was in the 99th percentile in the nation. After acceptance into Claremont McKenna College (a top-10 liberal arts college, world renown in economics programs), I was invited to compete for two merit-based scholarships: the McKenna Scholar and the Ebell Scholar. I won and earned both distinctions. I graduated Cum Laude with...
My expertise in finance and investing runs both wide and deep in academic and professional accomplishment. I was selected to graduate high-school a year early. My SAT math was in the 99th percentile in the nation. After acceptance into Claremont McKenna College (a top-10 liberal arts college, world renown in economics programs), I was invited to compete for two merit-based scholarships: the McKenna Scholar and the Ebell Scholar. I won and earned both distinctions. I graduated Cum Laude with Honors in Economics. I was inducted into Phi Beta Kappa (an academic honor society) and Omicron Delta Epsilon (an economic distinction). I later earned an MBA in Finance & Marketing from the top-10 business school, UCLA's Anderson School of Management.
I was hired by one of the most revered and profitable investment banking firms on Wall Street at the time... Donaldson, Lufkin & Jenrette (aka, "DLJ"). I have helped companies on Wall Street and beyond to grow corporate profits by the millions. I have completed professional training in Accounting, Corporate Finance, Personal Finance and Investing. I have designed numerous financial models and wealth-building frameworks for personal finance management. I have personally invested since 1995.
I have tutored since 1984 and have taught the power of profit to thousands. I have written books and customizable tutorials on how to amplify even modest income into significant wealth. I currently run a personal finance clinic that offers services digitally or in-person.
I love helping people understand personal finance. I love celebrating with them all the benefits and freedoms that financial fitness brings. I thrive on helping smart people get smarter with their own finances. Please don't hesitate to ask me any questions you may have.
