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
10 Reasons Why Pain Management Can Help People
10 Reasons Why Pain Management Can Help People Get Back to Full Productivity Chronic pain is a pervasive challenge affecting over 100 million adults in the United States alone, according to the National Institutes of [...]
Stress and the Spine: Seven Chiropractic Keys to Calm Your Life
Seven Ways Consistent Chiropractic Care Lowers Your Stress In today's fast-paced and demanding world, stress has become a ubiquitous presence in our lives. While short-term stress can be a motivator, chronic stress can wreak havoc [...]
Releasing the Pressure: How Subluxation Contributes to Pain and What You Can Do About It
Understanding Subluxation and its Role in Pain: A Beginners Guide Pain is a universal human experience, a signal from our bodies indicating that something is amiss. While the causes of pain can be varied and [...]
Introduction to Laguna Woods
Laguna Woods is a unique and interesting city in Orange County, California. It is listed as one of the safest in California by Movoto, Safewise, and more. The population is between 16,000-17,000 with a median age of 78. The majority of the City consists of Laguna Woods Village, an age restricted community.
Best Online Storage Reviewed
Online storage of computer files is becoming more important to companies, professional practices, and even individuals and families.
Take Control of Your Site
It is easy for small business owners to manage their own hosting and domain registration services if you keep it simple and avoid temptations. 1) Start Here with hosting. Do this before you initiate [...]
Configure Email for Outlook
Be sure to replace yourdomain.com with your actual domain name. Your/Display name: anything you want Email address: enter the full address (name@yourdomain.com) Type of connection: POP3 or IMAP Incoming mail server: mail.yourdomain.com Outgoing mail [...]
Managing your Email with cPanel
Managing your email is a snap with cPanel and Webmail. Simply follow the simple steps below and you are on your way to having total control over your email. Intended Audience: Clients with maintenance [...]
Adding Value to Your Practice Increases Your Net Worth
I was recently talking to local practitioner about ways to add value to the firm. During the course of the conversation I realized that he and I were talking about two different concepts.
How to get started with a Website
This article was written to answer some simple questions about websites, domains, email, hosting, and other important internet services.
How to Set-Up Email with cPanel
I provide cPanel software for my clients to manage their server account. cPanel is server administration software that makes it easy to perform the necessary tasks to maintain your server. Many clients want to manage [...]
Search Engine Optimization (SEO) for Private Practices
Writing effective copy is a very challenging job that has been made more difficult with the need to make the information search engine optimized.
WordCamp San Francisco 2012
WordCamp San Francisco took place August 7 and I was able to attend the streaming edition of the Camp. I had purchased a ticket and was unable to attend in person so this was the next best thing. Naturally the most exciting presentation was the "State of the Word" by Matt Mullenweg.
Housing Corporations
Housing Corporations at Laguna Woods Village Third Laguna Hills Mutual Condominiums United Laguna Woods Mutual Stock Co-Operative Laguna Woods Mutual No. Fifty High-Rise Condominiums Financial Requirements Summary Assets of $125,000 more than the price of the [...]
Emergency Services
Emergency Services - Call 911 CALL 911 IF THIS IS AN EMERGENCY Emergency Resource List Care Ambulance Service Call 911 Orange County Fire Authority Call 911 Hospitals And Medical Centers Near Laguna Woods Hoag Hospital [...]
Safety Highlights
Laguna Woods is considered one of the safest cities in California. Per 100,000 Arcata Chico Laguna Woods 2012 2013 2012 2013 2012 2013 Murders 0 17 1 2 0 0 Rapes 12 39 53 47 [...]
Economic Summary
Laguna Woods Statistics Home Prices As seen around the nation, home prices started falling in the mid 2000's. Laguna Woods was no exception. The median home price today is reported between $260,000 - $311,000 depending [...]
LinkedIn Security Breach
If you have an account with LinkedIn you should read this email. The social network giant has had a major security breach in their password database and a file with 6.5 million hashed passwords appeared [...]
Simple Instructions WordPress
The following reference material is provided for your convenience What You Most Need to Know About WordPress Writing Posts Media Library […]
Project Planning
Project Planning Clients and developers work together to define the project and project deliverables. Includes these steps: Requirements analysis client goals, target audience, detailed feature requests and as much relevant information as you can [...]
Think Marketing Internet Solutions
Have you ever wondered about the M I S in our company name? Originally, the MIS part of the name came from the acronym "management information systems", which is the initial intent for the company. [...]
In the Community
Last week we released a new edition of TeaLeafMedia.com. It contains three slide show galleries: People, Places, and Things. The photos in the exhibit were taken in a variety of cities [...]
Free Mobile Edition
Order a Quick CMS Website by June 16th and receive a Free mobile edition of your site. The mobile edition will be created with a mobile theme that is designed to better display your site's [...]
504Planner.com
504Planner.com is a pre-configured and populated website that is designed for lenders who offer SBA 504 loans. Purchase the site as-is, redesign, and/or change all the content. The choice is yours. Includes 80 published articles [...]
Getting Settled In
The announcement that the SBBTC was closing was discouraging at first, but when I began to consider the possibilities I immediately saw this as an opportunity to move Avalon MIS closer to some important constituents. Over the [...]
Drupal Joomla or WordPress Comparison
Which Content Management System is Right For Your Organization? Each week my office gets calls from prospects who are making a decision between content management systems and are seeking my input on which to choose, [...]
Bridging the Gap: Why I am the Ideal Candidate for the Job
This week we began work on a Wordpress website for Congressional candidate Kim Letke. Letke is running in Baltimore, Maryland on the Democratic ticket. Thank you Kim for selecting us as your digital marketing partner.
On-Demand Social Media
Avalon M I S launched a new website and new services at ConciergeMBA.com. The website and services are in response to prospects and clients who are looking for affordable, on-demand social media and business services. [...]
