Previously a police sergeant with a local law enforcement agency where he still serves with over 15 years' experience. BS Business, California State University Channel Islands. MBA, California Lutheran University. Series 65 Licensed Investment Advisor Representative, FINRA. He has completed the Certified Financial Planner (CFP) education program through the College for Financial Planning including passing the CFP exam. He has passed level 1 of Chartered Financial Analyst (CFA) exam. 3 years investment experience.