Location
Austin, TX, US
Work
- CEO and Chairman Of The Board @ Financial Gravity
- Executive Chairman @ Applied Behavioral Finance, Inc
- Executive Chairman @ Sofos Investments, Inc.
- Board Member @ Financial Gravity
- Board Member @ Tax Master Network
- Book Author @ The 10X Financial Advisor
- Founder @ FA Mentor
- CEO, Chairman of the Board and Co-Founder @ EQIS
- CEO, Financial Advisor and Sales Manager @ Financial Services
- Sales Trainer (PDP Coordinator ) @ Merrill Lynch
Education
- Cornell University
Graduate Certificate in Conflict Resolution
- Quantic School of Business and Technology
Master of Business Administration
- San Diego State University-California State University
Bachelor's degree (Business Economics)
- College for Financial Planning
Graduate Certificate (Retirement Planning)
Skills
- Mutual Funds
- Alternative Investments
- Investment Strategies
- Asset Management
- Asset Allocation
- Investments
- Wealth Management
- Series 7
- Investment Advisory
- Portfolio Management
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