Location

Phoenix, Arizona, United States

Work

  • Owner @ Kirshner & Klarfeld Financial Group, LLC
  • Principal Consultant @ Oracle
  • Senior Accountant @ PwC

Education

  • University of Southern California - Marshall School of Business

    Master of Business Administration (Finance and Marketing)

    1994 - 1996
  • W. P. Carey School of Business – Arizona State University

    Bachelor of Science (Accounting)

    1987 - 1991
  • Chaparral High School

    1983 - 1987

Skills

  • Wealth Accumulation
  • Retirement Planning
  • Pensions
  • Asset Allocation
  • Microsoft Office
  • Own Occupation Disability Insurance
  • Funding Buy Sell Agreements
  • Annuities
  • Permanent Life Insurance
  • Strategic Financial Planning

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