Resumes
Resumes
Financial Planner
View pageLocation:
7680 Girard Ave, La Jolla, CA 92037
Industry:
Financial Services
Work:
Pure Financial Advisors, Inc.
Financial Planner
Capstone Financial Group, Inc. (Capp) Dec 2012 - Apr 2014
Senior Vice President
Cuso Financial Services, Lp Nov 2010 - Dec 2012
Financial Advisor
Jpmorgan Chase & Co. Aug 2009 - Nov 2010
Financial Advisor
Bank of America May 2007 - Jul 2009
Financial Advisor
Financial Planner
Capstone Financial Group, Inc. (Capp) Dec 2012 - Apr 2014
Senior Vice President
Cuso Financial Services, Lp Nov 2010 - Dec 2012
Financial Advisor
Jpmorgan Chase & Co. Aug 2009 - Nov 2010
Financial Advisor
Bank of America May 2007 - Jul 2009
Financial Advisor
Education:
San Diego State University 2002 - 2003
Master of Science, Masters University of California, Los Angeles 1992 - 1997
Bachelors, Bachelor of Arts, Economics
Master of Science, Masters University of California, Los Angeles 1992 - 1997
Bachelors, Bachelor of Arts, Economics
Skills:
Wealth Management
Retirement Planning
Strategic Financial Planning
Asset Allocation
Securities
Series 7
Mutual Funds
Series 63
Investment Advisory
Fixed Annuities
Retirement
Investments
Retirement Planning
Strategic Financial Planning
Asset Allocation
Securities
Series 7
Mutual Funds
Series 63
Investment Advisory
Fixed Annuities
Retirement
Investments
Language Editor
View pageWork:
Journal of Korean Medical Science
Language Editor
Language Editor