Credentials: MBA, CFA, CFP®, CPA, EA
Specialties: Retirement, Investment, Taxes, Insurance
Experience: 20+ Yrs.
Licenses: CPA, FINRA, Insurance
Memberships: CFAI, AICPA, NAPFA, NAEA
Phone#: 1-800-Experts Ext # 1
Email: fa@axisfinancial.us