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
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 [...]
Currency Risk, is One Unique Risk with Foreign Investments
Currency Risk Investing in foreign stocks can be a great opportunity for investors to diversify their portfolios and potentially earn higher returns. However, it's important to remember that with foreign investments come additional risks that [...]
Six Ways to Protect Your Portfolio During a Recession
Introduction The economy is cyclical, and recessions are an inevitable part of the economic landscape. While they can be daunting for investors, it is possible to protect your portfolio during a recession by making informed [...]
Social Media for Candidates
Quick Social Media Tips for Political Candidates As the political season heats up it is time for some quick tips for your social media campaign. Here are 10 things that every candidate needs to do. [...]
Team Avalon M I S
Avalon M I S is giving client's a peek at the project manager site that we created and use to manage our many projects. TeamAvalonMIS.com is home of many client and internal projects and is [...]
Saving And Investing Have Different Purposes, Goals, And Levels Of Risk
Saving accounts often offer simple interest, which means that the interest earned does not earn any additional interest. Investing accounts usually generate compound interest.
Edit Content
Editing content in a WordPress site is a snap. This short instructional video will give you the basics. Simply click the image and the video will start playing. Be sure to enlarge the video for [...]
Quick Twitter Strategy
As social media continues to dominate the online landscape, Twitter remains one of the most popular platforms for both personal and business use. With its fast-paced environment and 280-character limit, Twitter offers a unique opportunity [...]
Blue vCard
vCard personal websites are growing in popularity. This vCard personal site was completed for this business professional and delivered within 36 hours of receiving the order. If you don't have yourname.com vCard site, then it [...]
Add Blog Post
http://vimeo.com/32812494 For clients who are new to WordPress, this quick video shows you how to create a blog post. I hope you find it informative. Simply click on this icon and the play the video.
Savings and Investing
Although they may seem similar at first glance, there are some key differences between saving and investing that can greatly impact the growth of your wealth.
Connecting Point
I attended the Sacramento's 2011 Regional Connecting Point event at the Citrus Heights Community Center and it "rocked". The event was energetic, great workshops, panel discussions, and tons of small business resources and networking opportunities. [...]
Quick Landing Websites
The Quick Landing Websites were released in December 2011 at Quicklanding.com. These Websites are offered to small business owners who are interested in attractive, functional, and affordable Websites that are delivered in a short-period of time. [...]
eLearning Package
Avalon MIS is working on a white label eLearning project to provide training and documentation to a Fortune 500 company. The services that we are providing are white label, which means we are working as [...]
On Site Drupal Training
Lucky me, I got to spend time this summer working on a university campus near the beach. I was providing planning and training for the development of a campus department Website. Project Deliverables Offsite [...]
Drupal Camp LA Presentation
Drupal Camp LA was held at UC Irvine in Early August. This year Laura Scroggins made two presentations including "Huff, Puff, and Webonomics". The second presentation was called "She Codes Like a Girl" which targeted women programmers who are active [...]
Project Work Flow
1. Discover Client provides all content within 10 days of project start. When content is received the project manager meets with client to discuss navigation, design, and site message. If content is not received [...]
Photography Website
This talented and successful artist turned to Avalon MIS when she was making important strategic and marketing changes.
eLearning Package
eLearning projects bring a certain amount of excitement to Avalon MIS, especially when the environment is supplemented with learning materials and interactive training. The client on this project is a large Web developer and SEO [...]
Small Biz Site
Dandy Dogs in Goleta California wanted an attractive and affordable Website that would helps clients find and contact her. She did not need online booking or eCommerce but did want an attractive and inviting site. [...]
Quick Twitter Strategy
Twitter is a great platform for businesses looking to increase their online presence and connect with their target audience.
WordCamp SF 2010
Just got back from my first WordCamp and was inspired by my experience. I've attended Joomla® Camps and Drupal® Camps, and this was my favorite for many reasons. First I want to discuss the similarities. [...]
Web 2.0 Expo
Had a great time at the Web 2.0 Expo and was particularly impressed with a young man who pitched open{subnet}. I searched the Internet and found the company Kiwi Commons who's mission is to "To [...]
Joomla Day West 2010
Looking forward to the upcoming Joomla! Day West at Ebay in San Jose. Good news, Allen "Gunner" Gunn will be the MC again this year! Sponsored by ebay, Microsoft, and the busy team at Kontent [...]
504 Planner
SBA 504 Loan Program: A Professional Business Loan Solution Small businesses often face difficulty in obtaining loans from conventional financial institutions. In such cases, the Small Business Administration (SBA) offers a variety of loan programs [...]
Joomla Website
Avalon MIS created a Website for this export compliance officer located in Santa Barbara, California. The attorney wanted something clean that minimized design to maximize the readability of the content. Project Deliverables 1 Brochure Website [...]
Website and Photos
The best way to demonstrate the features and benefits of your services is to "show" people. This Central Coast chiropractor decided photographs of her adjusting a two month old baby would be an effective way [...]
San Diego Drupal Camp
San Diego Drupal Camp 2009 attracted some amazing talent including: Andrew Root, Mike Stewart, Christoph Weber, and Karl Scheirer just to name a few. The camp was held at Platt College San Diego, a [...]
