As the CEO and Founder of WealthUSA, LLC, I bring over 50 years of hands-on experience in financial planning, specializing in retirement solutions, asset protection, estate planning, and college financial solutions. My passion lies in crafting innovative, tailored strategies that empower individuals, professionals, and business owners to achieve their financial goals and secure a prosperous retirement.
My educational background includes a Juris Doctor degree and a Master of Science in Financial Services. I also hold esteemed professional designations such as Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU).
But what truly sets me apart are my specialized certifications in:
- Advanced Estate Planning
- College Financial Solutions
- Advanced Pension Planning
- Business Tax Planning
- Legal Environment of Business
- Employee Benefit Counseling
- Financial Accounting
- Business Valuation
These certifications enable me to offer sophisticated solutions that cover a wide range of financial needs, from protecting your assets to optimizing your business value.
At WealthUSA, our mission is simple but powerful: to design strategies that turn your financial dreams into measurable realities. I invite you to join us on this journey to financial security and success.