Chartered Life Underwriter (CLU) - 1980
Chartered Financial Consultant (ChFC) - 1983
Certified Family Business Specialist (CFBS) - 1996
BS- Business Administration from Santa Clara University
Began in the financial services industry in September 1974
Resident of San Jose since 1966
Married since 1975 to Sally Issa, Raised four children, 10 grandchildren and counting.