Ata Walizadeh, MS, RFC, PhD---- Founding Member
I have over 40 years of experience in the area of personal and business-related planning. With my education, training and expertise, I am committed to my clients. I am confident that I can provide a level of personalized service unmatched by my peers. As your Registered Financial Consultant, I will work tirelessly to help you achieve your financial goals - it's my promise to you.
Education, Background and Qualifications:
- Bachelor's degree in Accounting
- Master's degree in Cost Accounting
- PhD's degree in Business Administration
- Insurance licenses for groups and individual Life Insurance, Medical, Disability, Long Term Care, Property & Casualty
- Securities Licenses, Series 6, 63, and 65 for investments in mutual funds and other investment related financial products
- "Registered Financial Consultant" designation (RFC) (www.iarfc.org)
- "Life Underwriter Training Council Fellow" designation (LUTCF) ( www.naifa.org)