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