Background
< < < < < <


1995-present

 

< Freelance writer

< Self-employed investor

< FINRA Arbitrator

 

1986-1995

< Certified Financial Planner/Pre-Divorce Financial Consultant

< Designed and presented seminars on retirement planning, estate planning, tax    planning, pre-divorce financial planning for women, and planned giving

< Wrote comprehensive financial plans

< Portfolio evaluations

< Securities arbitrator - American Arbitration Association

 

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