INS-1849 has over 30 years of securities experience, ten years of commercial banking experience, and 13 years of taxation and insurance experience. Presently, he is the president and principal of a financial planning firm that provides educational seminars for corporations nationally. He is an expert witness, arbitrator, and consultant in arbitration and litigation involving securities, insurance, annuities, and taxation issues.


Graduate, American Institute of Banking, Schools of Finance and Taxation

B.A., Speech And Communication, California State University at Los Angeles

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