Experience and Licenses
Professional Designation:
- Certified Financial Planner Practitioner (CFP®) - 1990
- Certified Divorce Financial Analyst (CDFA™) –
2002
- Certified Senior Advisor (CSA®) – 2003
- Certified Funds Specialist (CFS) - 1998
- Registered Financial Consultant (RFC) – 2002
May offer the following securities through Lincoln Financial Securities Corp:
- Stocks and bonds
- Mutual Funds
- Limited partnerships
- Variable annuities
Insurance Licenses:
- Life insurance
- Health/disability insurance
- Long-term care insurance
- Fixed annuities
Education:
- Bachelor of Science in Accounting, Bentley College,
Boston, MA, 1971
- In addition, to maintain my licenses and designations, I
am required to earn over 60 hours of continuing education credits each year.
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