Resumes
Resumes
Owner, Certified Financial Plannerâ
View pageLocation:
10525 Spy Glass Hill Rd, Whittier, CA 90601
Industry:
Financial Services
Work:
Association of the Church of God of Southern California & Southern Nevada 2010 - 2013
President
California State University, Fullerton Aug 1996 - Dec 2011
Adjunct Faculty
Independent Capital Management Jul 1990 - Apr 2009
Financial Consultant
Alpha & Omega Financial Solutions Jul 1990 - Apr 2009
Owner, Certified Financial Plannerâ
Steve Dodd Insurance Services Mar 1996 - Apr 1999
Sales and Marketing Director
President
California State University, Fullerton Aug 1996 - Dec 2011
Adjunct Faculty
Independent Capital Management Jul 1990 - Apr 2009
Financial Consultant
Alpha & Omega Financial Solutions Jul 1990 - Apr 2009
Owner, Certified Financial Plannerâ
Steve Dodd Insurance Services Mar 1996 - Apr 1999
Sales and Marketing Director
Education:
California State University - Fullerton, Mihaylo College of Business and Economics 1988 - 1990
Master of Business Administration, Masters, Finance Biola University 1984 - 1988
Bachelors, Bachelor of Science, Comp Sci, Business, Information Systems California State University, Fullerton
Master of Business Administration, Masters, Finance
Master of Business Administration, Masters, Finance Biola University 1984 - 1988
Bachelors, Bachelor of Science, Comp Sci, Business, Information Systems California State University, Fullerton
Master of Business Administration, Masters, Finance
Skills:
Charity
Church Events
Retirement
Insurance
Retirement Planning
Mutual Funds
Strategic Financial Planning
Investments
Wealth Management
Investment Advisory
Securities
Personal Finance
Longevity
Legacy Giving
Stewardship
Estate Planning
Risk Management
College Funding Strategies
Church Events
Retirement
Insurance
Retirement Planning
Mutual Funds
Strategic Financial Planning
Investments
Wealth Management
Investment Advisory
Securities
Personal Finance
Longevity
Legacy Giving
Stewardship
Estate Planning
Risk Management
College Funding Strategies
Interests:
Economic Empowerment
Civil Rights and Social Action
Politics
Education
Poverty Alleviation
Science and Technology
Disaster and Humanitarian Relief
Human Rights
Civil Rights and Social Action
Politics
Education
Poverty Alleviation
Science and Technology
Disaster and Humanitarian Relief
Human Rights
Certifications:
Certified Financial Planner
License 63120
Cfp Board, License 63120
License 63120
Cfp Board, License 63120