Consultant. CFO Solutions LLC. CFO is a registered investment advisory and boutique financial planning firm based in Scottsdale. CFO specializes in the unique planning needs of doctors, professionals and other high income business owners and the economic issues facing them.
Educational experiences and professional accomplishments that uniquely qualify him to guide doctors through the "cradle to grave" capital accumulation and capital distribution phases of their lives and economic life cycles. His financial advisory practice helps doctors to achieve their tax optimization, savings accumulation, investment and other risk management objectives.
1980 graduate of the Harvard Graduate School of Business. He is both a Registered Investment Advisor and a Certified Public Accountant, having earned his CPA designation in 1972. In 1971, he received his B.S. degree in Accounting and Business Administration from Bob Jones University in Greenville, SC.
More than 40 years senior management experience for both public and privately owned corporations. He also holds the Series 2, 63, 65 and 24 designations.
Professional affiliations include the American Institute of Certified Public Accountants, AZ Society of CPA's, SC Assoc of CPA's, Harvard Club of Phoenix, Harvard Business School Club of AZ, Leadership SC, Leadership Greenville and Leadership Albuquerque.
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