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As the founder & president of Scottsdale Wealth Advisory LLC, my past experience is in researching, designing and integrating risk management by way of insurance solutions and global market investment management.
I hold a Life & Health Insurance License and I am registered as an investment advisor representative in the State of Arizona, California and Texas. I am also currently enrolled in the College for Financial Planning, and working toward obtaining my Chartered Retirement Planning Counselor (CRPC) professional designation.