Finance Geek
Financial Expert
Experienced stockbroker and real estate broker Licensed in California and Washington (inactive).
Provided instruction at two California State University Campuses where I delivered over 4,000 lectures on 26 subject matters. California State University, Chico California Polytechnic State University, Humboldt Relevant Courses Survey of Finance Spreadsheets and Graphics Introduction to Databases Risk and Insurance Financial Planning Financial Management Investments Principles of Finance [...]
Invested in 12 Properties From First Deal to a 12‑Property Portfolio: My Journey Through Flips, Buy‑and‑Hold, Hard Money, Condotels, Airbnb & Property Management. Seattle Condotel During the pandemic, I identified an opportunity in Seattle’s Condotel market, where declining tourism had driven prices down but demand for flexible living spaces was [...]
Series 7, 63, 65 Stockbroker Delivered financial advice to clients, proposing strategies to achieve goals and objectives for investments, insurance, business and estate planning. Identified, developed and secured new client relationships through traditional networking and online marketing. Created personal financial plans based on interview with clients. Responsible for establishing health benefit administration, retirement administration, [...]
Financial Blog
Talent Reboot to Thrive in Workforce 2.0 World
The world of work is undergoing a significant transformation. The rapid pace of technological advancements, shifting workforce demographics, and evolving business needs have created a perfect storm that requires professionals to adapt and evolve to [...]
Pain Management Challenges Faced by Healthcare Providers
The Complexities of Pain Management Pain management is a multifaceted and intricate aspect of healthcare that poses significant challenges for healthcare providers worldwide. The effective management of pain is crucial for improving patient outcomes, enhancing [...]
Foot Health Enhanced with Chiropractic Care
How Chiropractic Care Enhances Foot Health: A Holistic Approach to Pain Relief and Mobility When you think of chiropractic care, you might picture a practitioner adjusting your spine to relieve back pain. However, the benefits [...]
Budget Travel Has Become Increasingly Popular In Recent Years
If you're looking to travel on a budget in 2023, there are some amazing destinations to consider.
Advantages Of Investing In Real Estate During A Recession
One of the primary advantages of investing in real estate during a recession is the opportunity to purchase properties at a lower price.
5 Tips to Create Compelling Content
Copywriting is a crucial element in building a successful business. It involves writing persuasive content that captivates your target audience and drives them to take action. Whether you're promoting a product or service, compelling copywriting [...]
Technical Writing: A Professional Guide to Writing Expert White Papers
A Professional Guide to Writing Expert White Papers Technical writing is a specialized form of writing that involves creating documents that provide information on complex topics or technical subjects. These documents may take the form [...]
How Mutual Funds Can Help You Build Wealth and Secure Your Financial Future
Mutual funds are an investment vehicle that allow investors to pool their money together to purchase a diversified portfolio of stocks, bonds or other securities.
Investing During a Recession: Strategies for Securing Your Financial Future
Recessions are an unfortunate reality of the economic cycle, with a downturn in economic indicators usually leading to job losses, reduced consumer spending, and slow growth.
Things to Do in Seattle
Seattle is a city that is full of hidden gems waiting to be discovered. If you want to uncover all that this beautiful city has to offer, there is no better way than to explore it on a bicycle.
Cloud Computing Is A Game-changing Technology
As the world rapidly shifts towards online businesses, it's becoming increasingly vital for them to use scalable cloud computing.
Measure The Performance Of Your Digital Ads
In today's digital world, marketing is all about making sure your message reaches your target audience in the most effective way possible.
Interest Rates Have A Direct Impact On Stock And Bond Markets
It is a critical tool used by central banks to manage the economy. Interest rates have a direct impact on stock and bond markets, and it's imperative to understand how they work.
Branding: The Art of Building a Relevant Identity and Reputation
Branding is the art of creating a unique identity for a company, product or service. It is the process of developing a distinctive and memorable brand that communicates the essence of the company, its values and personality to its target audience.
Nanotechnology and BOTS in Business
In the ever-evolving world of business, staying ahead of the curve is crucial for success. One of the most recent and innovative developments in technology is nanotechnology, which is the manipulation of matter on a molecular, atomic, and supramolecular scale.
Copywriting is the Astounding Art of Persuasion
Copywriting is the process of creating written content that is specifically designed to promote or market a product, service, or idea. It is the art of persuasion, using words to create a compelling message that [...]
Traditional Marketing Still in Control
In the modern, digital world, it can be tempting to think that traditional marketing services no longer have a place in our business strategies. However, this couldn't be further from the truth. Traditional services can [...]
The Power of Beauty
As a pivot my practice to work exclusively with providers of beauty products and services, I am excited to participate in what I consider to be the power of beauty.
Glycolic Peel
Glycolic peels reduce brown sunspots and creates a younger and more even skin tone by removing dull, damaged layers and dead skin cells.
Uncovering Seattle’s Hidden Gems on Bicycle
What better way to explore these hidden gems than by bicycle? Bicycling not only allows you to save on transportation costs but also gives you an opportunity to get up close and personal with the city.
Easy & healthy snack ideas to keep you energized
But the truth is that eating healthy doesn't have to be time-consuming, complicated, or expensive. With just a few simple ingredients, you can prepare delicious and nutritious snacks that will give you the energy boost you need to power through the day.
How Interest Rates Impact Stocks and Bonds
Interest rates are at the heart of all economic activity, impacting the prices of various financial instruments such as stocks and bonds. Understanding how or why interest rates impact stocks and bonds, necessitates an understanding of their impact on inflation.
The Future of Business Services
One of the areas that have seen significant changes in recent years is in the delivery of business services.
A Guide to Investment Basics, Stocks, Bonds, and Mutual Funds
Investing is a great way to grow your wealth and secure your financial future. However, if you're new to investing, it can seem overwhelming and confusing.
The Future of Investment: Opportunities and Risks in the Digital Age
Investing can be a great way to build wealth and achieve financial goals. However, investment mistakes can lead to significant losses, and it's crucial to avoid them.
Mutual Funds 101: Everything You Need to Know to Get Started
By investing in mutual funds, you're essentially buying a small piece of a larger portfolio of investments.
Investing in Your Future: Building a Sustainable Investment Plan
Building a sustainable investment portfolio requires careful consideration of financial objectives, risk tolerance and diversification. It pays to have a well-thought-out financial plan.
Top 10 destinations for budget travelers in 2023
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