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 – 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 SENA Board member 2012-2016; Palm Beach Habilitation Center Member 2016 Present, Treasurer 2017; 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.
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