Career Path

$$ - MONEYdawg $olution$ - Owner/Certified Financial Coach - July 1, 2010 to present

$$ - City of Fremont/Family Resource Center/SparkPoint Center - Financial Coach - January to June, 2012

$$ - Wells Fargo (Greater Bay Bank) - Consumer Credit Officer, Risk Manager, SBA Underwriter - 1982 to 1995 and 2000 to 2009

$$ - HP Credit Union - Member Credit Officer - 1995 to 1999

Education

$$​ - Certified Financial Coach - SAGE Financial Solutions - 2013

$$ - Certified Credit Report Reviewer - Online Certification - 2009

$$ - OMEGA Cash Flow Analysis - Wells Fargo - 1987

$$ - Studied Business Law - West Valley College (Saratoga, CA) - 1985

$$ - Studied Business Administration, Minor in Finance - University of Oregon - 1964 to 1965

Community Service

$$ - Financial Planning Association - Silicon Valley Chapter/Pro Bono Director 2012 to 2014 / ProBono Director 2012 - 2014

$$ - Fosters Leaders Movement - Invited Ally - 2015 to present

$$ - Foster Focus Magazine - Ambassador/Advocate for Awareness - August 2013 to present
  • One of my YES mentees, Nichole, appeared on the cover of the August 2013 issue: "What Foster Care Feels Like"
  • I will be preparing articles for publication in the coming months about Financial Coaching & Education
          with Foster Youth/Young Adults.

$$ - Foothill College - Community Business Partner B.E.A.C (Business-Entrepreneur-Accounting-Club Forum) - 2012 to 2016

$$ - Independence High School, San Jose, Academy of Finance - Adult Advisory Board Chairman - 2012 to present

$$ - REACH: Realizing Every Action Creates Hope - Volunteer Financial Education and Life Skills - 2009 to 2012
  • Associated with Together We Rise in Encino, CA

$$ - Silicon Valley Children's Fund- Youth Education Scholar/Mentor/Coach - 2007 to 2014
  • Educated previous graduates from SJSU, CSU Monterey Bay, De Anza College, Harvard University,  and USF School of Nursing
  • Nine graduated out of eleven since 2007
  • Currently mentoring five at present

$$ - Bill Wilson Center - ILP Financial Coach and Life Skills Volunteer - 2001 to 2008
​
$$ - San Jose Unified School District Junior Achievement - Volunteer Educator -  1997 to 1999

$$ - "Project Banking" of Silicon Valley/North County ROP - Volunteer Educator - 1999 to 2008
  • Personal Economics - Hyde Middle School - 8 years
  • Economics - Santa Clara High School - 3 years

​$$ - Advocating for Foster Youth in Santa Clara County and San Mateo County South Alameda County - 2000 to present

Foster Leaders Movement

I am a proud Ally of the Foster Leaders Movement, which is a national and state-specific non-profit organization whose purpose is to identify and nurture the personal, professional, and community leadership interests of current and former foster youth and listed on the National Resource X-Change. 

As part of my contribution to this organization, I not only offer Pro Bono coaching to foster youth ages 16 and up, but I also provide under-market hourly fees for anyone needing financial advice.