· Financial Planning for Individuals and Corporations
· Estate, Trust and Gift Planning
· Asset Allocation and Portfolio Management
· Advisor to Qualified Pension and Retirement Plans
· Consultant for Non-Profit Organizations
· Investment Policy Statement and Compliance
· Business Consulting and Legal Compliance Review
· Private Fiduciary Services
· Forensic Reporting for Investment Litigation
· Expert Witness for Arbitration and Litigation of Investment Practices
· Corporate Asset Valuation, Protection and Management
· Financial Projections, Cash Flow Forecasting, Risk Mitigations, Profit Margins
· Audits, Reviews and Compilations
· General Ledger and Financial Statement Preparation
Investment Advisor Registration Depository (IARD # 120243)
FINRA - Central Registration Depository (CRD# 720820)
California Receivers Forum - San Diego Membership
Desert Alliance of Professional Woman, Inc., Past President
Desert Estate Planning Council, Past President
Co-Founder of the Not-for-Profit Organization, The Girlfriend Factor.
Author of, "The Time Is Now. Choose Your Trustee Wisely"
Creator of the "Fiscal Fitness for Women Program"