Our Qualifications

 

I find my role fufilling because I truly enjoy meeting with people and learning what's important to them.  I am honored that clients treat me as their most trusted advisor.  Most people never have shared both their personal and financial goals with someone, but they do with me.

My clients and I match financial strategies with their  individual needs and values.  From my experiences in working with people, I am able to explain concepts in clear terms to help people make informed choicesabout their money.  The greatest satisfaction  comes from putting the pieces together into a strategy and enabling my clients to get on track to living their dreams.

 

 

 

Focus

  • LEADERS
  • Business owners and independent professionals                                         
  • Mid career professionals
  • Corporate Executives
  • Public institutions and professional organizations
  • Soon to retire/newly retired individuals
  • Community Based organizations
  • African American Organizations and Institutions
  • Estate and legacy planning
  • Young families                 

Licensing

  • Investment Advisor Representative 
  • Registered Representative
  • Licensed California State Life Insurance Agent (CA Insurance #0E07188)
  • Non-resident State Licenses in Georgia, Kansas, Las Vegas, Maryland, Missouri, Montana, Nevada, New York, Ohio, Texas, Utah, Virginia, and Washington DC

Designations and Degrees

  • MA, Public Administration, California State University, Hayward
  • BA, African American Studies, University of California, Berkeley

Business Experience

  • Present:     Rising Oak Financial and Insurance Services, Oakland, CA
  • 2007-2010: VP Private Wealth Management, Blaylock Robert Van, Oakland, CA
  • 2003-2007: Financial Planner, MetLife Securities, Inc., Walnut Creek, CA
  • 2001-2002: Product Management, Key Curriculum Press, Emeryville, CA
  • 1998-2001: Representative, Prentice Hall, Oakland, CA
  • 1992-1998: Representative, SmithKline-Beecham, Pleasanton, CA
  • 1989-1993: Financial Services, Bank of America, Pleasant Hill, CA

Activities

  • President, Board of Directors, PEERS
  • Member, Board of Directors, Inroads Bay Area
  • President, Bay Area Inroads Alumni Association
  • Member, Rotary Club of Oakland
  • Member, 100 Black Men
  • Member, African American Financial Planning Association
  • Member, National Association of Insurance and Financial Advisors (NAIFA)

Personal Information

I enjoy sports, traveling, learning foreign languages, reading and cooking. As a third       generation Oakland resident, I enjoy participating in my community.