Personal Investment & Financial Planning Q`s/Expert Profile

Expertise

Over 36 years experience - discretionary investment management, advisory service, stocks, bonds, mutual funds, annuities, IRA, Roth, 403(b), 401k, tax planning, tax preparation, retirement planning, tax reduction, life insurances. I hold five professional designations: QFP, CFP, RFC, ChFEBC, and Paladin Registered Advisor with a professional rating of five stars.

Experience in the area

First deaf Certified Financial Planner licensee (http://www.cfpboard.org/), General Securities Registered Representative (Series 7)(http://www/finra.org), Registered Financial Consultant (http://www.iarfc.org/), Registered Investment Advisor, Qualified Financial Planner (http://www.iaqfp.org/), Admitted to Paladin Registry of Personal Financial Advisors (http://www.paladinregistry.com/); Chartered Federal Employee Benefits Consultant (http://www.chfebc.com/); Licensed Life, Health, & Disability Agent

Organizations

Financial Planning Association, International Association of Registered Financial Consultants, National Association of Deaf, Alexander G. Bell Association of the Deaf, National Deaf Business Institute

Publications

Deafnewspaper.com, Deaf Digest, Deaf Nation, Newswaves, Silent News, New Horizons

Education/Credentials

Gallaudet University, College for Financial Planning

Awards and Honors

Who's Who in Finance and Industry, Who's Who in the World, NAD Flying Fingers Award, MDAD Distinguished Award, MCAD Business of Year, Montgomery (MD) County Business Award, 2007 Outstanding Business Person of the Year, Gallaudet University Department of Business

What do you like about this subject?

I enjoy the innovative nature of financial planning, and the fact that it is always challenging in everyday life. I enjoy assisting people maximize the growth of their hard-earned savings and investment, minimize their taxes, and enjoy their financial independence for many years to come.

What do you still hope to achieve/learn in this field?

Education is a powerful tool!

Something interesting about this subject that others may not know:

Specializing in fee-based discretionary investment managed (DIM) accounts.

Something controversial or provocative about this subject

The key to the financial independence is the LIFETIME planning!