|
Barbara possesses
exceptional analytical skills. Her ability to focus on detail combined with
her pragmatic, conservative approach to investment planning, timing and
placement provides depth and breadth performing detailed financial analysis
and rendering timely accurate investment advice.
Established
·
BS
degree in Finance - Drexel University, Philadelphia,
PA
·
Certified
Financial Planner Practitioner (CFP) - College
for Financial Planning, Denver, CO
·
Financial
Focus is registered with the State of California as a Registered Investment
Advisor
·
Registered
Principal - National Planning Corporation
·
Insurance
Licensed - Insurance and Annuities - License No. 0632635
·
Member
of Coastline Community Church
- Serves on Finance Committee
·
Wife
and Mother of two children attending Community Christian School
·
Barbara
participates in a weekly Bible Study Group. With husband John, Barbara
takes an active role in her children’s activities. Christian Values guide
Barbara in her decision making.
|
