Title: National Wealth Strategist
Company: BNY Mellon
Location: San Francisco, CA United States
Achievements:
- Inductee, Albert Nelson Marquis Lifetime Achievement (2019)
- V. Judson Klein Award, State Bar of California (2017)
- Outstanding Conference Speaker Award, California Society of CPAs (2017)
- Fellow, The American College of Trust and Estate Counsel (2016)
- Fellow, American Bar Foundation (2016)
Designations:
- Accredited Estate Planner, National Association of Estate Planners & Councils
- Certified Financial Planner, Certified Financial Planner Board of Standards
- Trust and Estate Practitioner, The Society of Trust and Estate Practitioners
- LLM, New York University School of Law
- JD, New York University School of Law
- BA, University of California at Berkeley
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