Financial Planning Association (FPA), National Association of Enrolled Agents (NAEA), CFA Institute, Boston Security Analysts Society (BSAS), and a founding member of the Boston Chapter of Beta Gamma Sigma - a national honor society of business students.
Credential and Professional Designations:
MBA specializing in Finance, inducted into Beta Gamma Sigma
EA - Enrolled Agent, tax professional
CFP = Certified Financial Planner
CFA - Chartered Financial Analyst