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As a Financial Consultant, AL provides professional fee consulting services focusing on Financial, Insurance, Estate, Business Planning, and Retirement solutions which include Executive NQ Compensation Plans, Qualified Retirement Plans & Employee Benefit Solutions.

BACKGROUND

In 1983, AL began his professional financial career with a focus in Financial, Estate, Business Planning, Retirement Plans, and Employee Benefit Solutions. He has served as Director of Gift Planning (CTAI); Senior Consultant for 401KDIRECT Retirement Plan Services. Currently, as a Professional Plan Consultant, he is a member of the American Retirement Association, the National Association of Plan Advisors (NAPA), NQPA®, Non-Qualified Plan Financial Advisor, ASPPA Plan Financial Consulting Certificated, QPFC® Qualified Plan Financial Consultant, Designated Fi360 Professional Plan Consultant & Accredited Investment Fiduciary. He is a graduate of The College for Financial Planning, CFP Certification, and the LUTCF® Professional Education Programs. As a Christian, Al, is grateful for the Grace of God in his life, is active in his local church fellowship and supports biblical principles relating to financial planning and personal stewardship. Formerly; a member of the South Bay Estate Planning Council, Partnership for Philanthropic Planning, and Kingdom Advisors, Financial Planners Association (FPA), The Registry of CFP Practitioners, International Association of Registered Financial Consultants (IARFC), Served on the Board of Directors for The Los Angeles Society of ICFP, The Professional Advisory Councils for Torrance Memorial Medical Center Health Care as well as, Providence Little Company of Mary Foundation.

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