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I can answer any questions related to Individual Retirement Accounts (IRA). This includes what can and can't be done with an IRA because of IRS regulations. I can also answer questions about the different types of retirement accounts and how they apply to different people in different situations. I can help direct people on what steps to take next with their retirement accounts.
I was a Financial Consultant at Merrill Lynch for 7 years and a Senior Vice President at CitiGroup for 3 years.
I wrote a book entitle, "Blame It On the Broker", currently for sale on Amazon.
Bachelor's in Financial Services from San Diego State University
Awards and Honors