The "Dad" guy
| Gender | Male |
|---|---|
| Industry | Business Services |
| Location | Temecula, California, United States |
| Introduction | Dads - banks provided by nature. The slogan my kids used to talk about me, especially my youngest daughter. I have over 30 years of experience as a Dad and over 30 years of experience as a CPA. |
| Interests | I am also an accredited Personal Financial Specialist by the AICPA. Presently, I am the semi-retired CEO of a wealth management firm; provide fiduciary consulting servcies to employer-sponsors of retirement plans; provide expert witness services to attorneys and their clients in securities matters; and, am writing a book on financial topics. |