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President of at Raymond Dale Asset Protection Advisors 1978 - Present

Consults with Businesses, Banks, Investors, Real Estate entities, Developers, Contractors and Mortgage Lenders identifying problems and recommending solutions. Matching Investors with Opportunities using IRA and 401K assets primarily. Conducts education programs on how to invest in Real Estate using Self-Directed IRA’s. Public Speaking. Co-managing a private real estate fund of $250,000,000.

 

Independent Marketing Advisor 2020 - Present

Enticed out of retirement to join Sand to Sea Properties as a consultant and Broker Emeritus.  He enjoys helping Veterans with their VA claims and benefits, “pro bono.” 

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CEO at Investment Selection & Management 1990 - April 2009

CEO, Registered Investment Advisor, Asset Manager, and Chief Financial Planner to Private Investors, Investor Groups, Pension and Retirement Plans. The Company managed $550,000,000 in asset allocation portfolios. Fee based. No Investment Products sold. 

 

Broker of Record - President at North Coast Properties, President at Shasta Benchmark Properties  1978 - 1981

Both companies were involved in real estate development and construction. Ocean lot development in Southern California and a 126-lot subdivision in Northern California. Over 40 homes were built and sold and 75 lots were sold with all offsite improvements installed. 

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Projects, Boards, Education

 

Board of Advisors Charles Schwab & Company  1986-1988

Advised on the formation of a no-load mutual fund platform for Registered Investment Advisors

 

SEI Trust  1998 - 2001

Was a Select Advisor with $25,000,000 on their Asset Allocation platform. 

Asset Mark Investment - Premier Advisor

2002 to 2004

Managed a $25,000,000 mixed portfolio for 75 clients using Asset Allocation methodology.

 

ERISA Law Educator  1995 - present

Designer and Educator of ERISA Law programs for CE credits to Lawyers, CPA’s, EA’s, Financial Planners and Real Estate Professionals. Available as a speaker for large professional conventions and smaller venues like a law firm.

 

Adjunct Faculty member of the College for Financial Planning 1990 - 1995

Taught the full Certified Financial Planning Curriculum for students to acquire the CFP designation. 

 

Due Diligence Officer  1982 - 1985

I was the Real Estate Partnership Due Diligence Officer for a Broker Dealer named Private Ledger now Linsco/Private Ledger (LPL)

 

Azimuth Realty Fund I  2007 - 2009

Promoter, Sponsor, and Co-manager for a Multi-million dollar investment in depressed Real Estate and non-performing bank mortgages.

 

Host of Live Call in Radio Show  2001 - 2004

Host and Producer of Money & Sense Talk Radio Show on KOGO AM 600 in San Diego, CA Broadcast in both Northern and Southern California. Backup Host for a nationally syndicated Financial Talk Show serving 231 cities in the U.S.A.

 

Leadership Program of the Chamber of Commerce  May 1998

Class was exposed to most of the city administration departments, ethnic diversity programs, and the crime prevention effort of the Police Department. Educated on all the history and places of the County.