The American College – Retirement Income Certified Professional – 2016
College of Financial Planning – Certified Financial Planner™ designation, 2001
The American College – Chartered Life Underwriter –1986
The American College – Chartered Financial Consultant –1985
BS Bradley University – 1972 – Business Administration Bachelor of Science
J.W. Cole Advisors, J.W. Cole Financial 2014 to Present
Financial Consultant, AXA Advisors, LLC – 1980 to 2014
Primarily responsible for helping individuals and businesses make informed choices about their money, primarily through comprehensive Financial Planning.
Peace Corp Volunteer, Colombia 1974-1977
Past President Palm Beach County Chapter of Society of Financial Services Professionals
MDRT Foundation –Knight
Palm Beach County -NAIFA Community Service Award
Palm Beach County -NAIFA Agent of the Year 2003
Jaycees, West Palm Beach Chapter, President 1983-84; Rotary Club West Palm Beach, Member 2002-present, Board of Directors 2005, President 2011-2012; Civitan Club, 1988-1994, President 1991-92; Florida Easter Seals Society Palm Beach County, 1989 – 2011, Leadership Palm Beach County, 1996 graduate, President 2004-2005, Youth Leadership, Co-Chair 1997-2004, Adult Leadership Co-Chair 2005-2006, currently alumni; United Way Volunteer, Corporate & Allocation Committees, 1996-2011; Non Profit Resource Institute, Chairman, 2000 - 2004; Toastmasters International, Past President, 1999-2000; Hispanic Chamber of Commerce of the Palm Beaches, Board Member, 2003-2006; Palm Healthcare Foundation, Allocation/Grant Committee, 2006-20011; Palm Beach County Sports Commission,2010-Present Secretary –Treasurer; VSA Board President – Present; SENA Board member 2012- Present; Palm Beach Habilitation Center Board Member 2016 – Present; The Gathering of Men Treasurer 2015-Present.
Palm Beach County resident since 1979, married to Blanca for 41 years with three grown sons and three grandchildren.