Results-driven financial advisor skilled in strategic investment planning, client education, and emergency response. Proven ability to develop tailored financial solutions that align with client goals.
Overview
50
50
years of professional experience
Work History
Financial advisor, financial planner
Various
San Diego, CA
08.1994 - 07.2026
Developed personalized financial plans based on client goals and risk tolerance.
Advised clients on investment strategies and financial planning options.
Analyzed market trends to provide informed recommendations to clients.
Educated clients on retirement planning and wealth management techniques.
Lifeguard Lieutenant
City of Del Mar
Del Mar
01.1983 - 04.1994
Oversaw lifeguard operations at city beach, ensuring safety and compliance for all beachgoers, Implemented parking regulations in city areas to maintain order and accessibility, Coordinated beach service operations for visitors, enhancing overall visitor experience, and Directed community service programs for residents for the city of Del Mar
Monitored pool area for safety and enforced rules.
Rescued distressed swimmers and provided first aid.
Conducted regular safety drills and training sessions.
Professional Ski Patroller
Various seasonal
Incline Village, Copper Mt, Nevada and Colorado
11.1978 - 04.1983
Executed emergency rescues in challenging snow conditions and steep terrain, ensuring skier safety and timely recovery.
Administered first aid to injured skiers and snowboarders on-site to ensure immediate care.
Supported avalanche control operations by assessing snowpack stability and utilizing explosives to mitigate avalanche risk.
Conducted routine inspections of ski lifts and trails, identifying and addressing potential hazards to enhance skier safety.
Seasonal Lifeguard
City of Del Mar lifeguards
City of Del Mar
05.1976 - 01.1983
Responded swiftly to emergencies, providing first aid and rescue assistance.
Monitored beach safety and enforced rules for safe swimming.
Performed rescues and administered first aid to distressed swimmers.
Conducted regular safety drills and training sessions for lifeguard team.
Ambulance attendant/Driver
Superior Ambulance
Escondido, California
08.1976 - 01.1978
Provided emergency medical care to patients during transport.
Assisted paramedics with patient assessment and treatment protocols.
Operated ambulance equipment and maintained vehicle cleanliness and readiness.
Communicated effectively with dispatch regarding patient status and transport needs.
Assisted paramedics with patient assessment and treatment protocols.
Operated ambulance equipment and maintained vehicle cleanliness and readiness.
Communicated effectively with dispatch regarding patient status and transport needs.
Assisted paramedics with patient assessment and treatment protocols.
Operated ambulance equipment and maintained vehicle cleanliness and readiness.
Communicated effectively with dispatch regarding patient status and transport needs.
Assisted paramedics with patient assessment and treatment protocols.
Operated ambulance equipment and maintained vehicle cleanliness and readiness.
Communicated effectively with dispatch regarding patient status and transport needs.
Assisted paramedics with patient assessment and treatment protocols.
Operated ambulance equipment and maintained vehicle cleanliness and readiness.
Communicated effectively with dispatch regarding patient status and transport needs.
Assisted paramedics with patient assessment and treatment protocols.
Operated ambulance equipment and maintained vehicle cleanliness and readiness.
Communicated effectively with dispatch regarding patient status and transport needs.
Education
Bachelor of Science - Business And Management
University of Redlands
Redlands, CA
05-1991
Affiliations
Volunteer with the Navigators Military ministry and first responder ministry
Financial Advisor | VP of Business Solutions | Certified Financial Planner at Crown Wealth StrategiesFinancial Advisor | VP of Business Solutions | Certified Financial Planner at Crown Wealth Strategies