I graduated from Golden West College in Huntington Beach, California and achieved the Certified Professional Secretary (CPS) designation during my 21 year career in Fountain Valley School District where I served as Administrative Assistant to the Superintendent of Schools and Secretary to the elected Board of Trustees. I have worked in the financial planning field since 1998 and earned my certification as a Registered Paraplanner from the College for Financial Planning in Denver, Colorado. I am Series 7 and 63 registered with the Financial Industry Regulatory Authority (FINRA).
E-mail Vicki at vlucas@sherpafa.com