Chartered Financial Consultant (ChFC)
Chartered Life Underwriter (CLU)

ChFC and CLU, American College logos

The American College of Financial Services is a private online university focused on professional training for financial practitioners, and it offers several professional certifications and master’s degrees. The College provides training for the Certified Financial Planner (CFP) exam, The Chartered Financial Consultant (ChFC) designation, and the Master of Science in Financial Services (MSFS) master’s degree.

SUNY, Buffalo, New York

SUNY logo

The State University of New York at Buffalo, also called SUNY Buffalo, is a public research university with campuses in Buffalo and Amherst, New York, United States. The university houses the largest state-operated medical school, dental school, education school, business school, engineering school, and pharmacy school, and is also home to SUNY’s only law school.

US Navy – Submarine Qualified | USSVI

US Submarine Veterans logo

Members of the elite underseas fighting force of the United States Navy, they are all volunteers who passed stringent testing, challenging training and proved their mettle when they earned the coveted designation “Qualified in Submarines.”


California Department of Insurance

  • CA Licensed Life Settlement Broker
  • CA Licensed Life & Disability Analyst
  • CA State Variable Life & Variable Annuity
  • CA State Life Insurance Agent
  • CA State Property & Casualty Agent
CA department of insurance logo

The consumer protection agency for the nation’s largest insurance marketplace, the California Department of Insurance safeguards all of the state’s consumers by fairly regulating the insurance industry. All of CDI’s functions, including overseeing insurer solvency, licensing agents and brokers, conducting market conduct reviews, resolving consumer complaints, and investigating and prosecuting insurance fraud, are to protect consumers.

American Society of Financial Services Professionals (FSP)

Society of Financial Service Professionals logo

Founded in 1890, the National Association of Insurance and Financial Advisors is the preeminent association for financial service professionals in the United States of America. NAIFA members, in every Congressional district and every state house, subscribe to a strong Code of Ethics and represent a full spectrum of practice specialties to promote financial security for all Americans.

National Association of Estate Planning Councils (NAEPC)

  • Arrowhead Chapter Financial Services Professionals
  • Riverside Estate Planning Council
  • San Bernardino Estate Planning Council (Past President)
National Association of Estate Planners logo

The National Association of Estate Planners & Councils (NAEPC) promotes excellence in estate planning by serving NAEPC members, delivering exceptional resources and unsurpassed education, and recognizing those who hold the Estate Planning Law Specialist (EPLS) certification.

Million Dollar Round Table

Million Dollar Round Table logo

The Premier Association of Financial Professionals®, MDRT is a global, independent association of the world’s leading life insurance and financial services professionals from more than 700 companies in 80 nations and territories. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service.