By John Vani:
I have been in the financial services business since 1997. I started out as a financial advisor, securities licensed and held a certified fund specialist designation. In early 2000 I gladly gave up my security licenses to work solely with financial products that are safe, predictable and offer guarantees for pre-retirees and those in full retirement.
I have conducted many estate planning workshops over the years. I am an approved member of the National Ethics Association. I currently hold a Certified Retirement Planning designation, CRP. I have been a member of the Society of Certified Senior Advisors. I have a non-resident license for the state of Florida.