Page 4 - Raymond Dale LinkedIn Extract

Trust Planning (Advanced, 20+ years’ experience)
Expert Witness (Intermediate, 10 years’ experience)
Trust Management (Expert, 20+ years’ experience)
Charitable Trusts (Expert, 20+ years’ experience)
Bankruptcy Liquidation (Intermediate,20+ years’ experience)
Asset Protection (Expert, 20+ years’ experience)
Special Needs Trusts (Advanced, 15 years’ experience)

Education

College for Financial Planning
Master’s Degree in Financial Planning, Advanced Financial Planning, 1984 - 1985

Activities and Societies: I helped developed and taught the complete Financial Planning program for High
School Students.

College for Financial Planning, Denver, CO
CFP, Financial Planning, Securitas, 1982 - 1982
Activities and Societies: International Board of Standards for CFP's (past), Realtor, Adjunct Faculty Member of
the College for Financial Planning. I accelerated the two year curriculum to complete it and pass comprehensive
exam in 9 months.

Anthony School of Real Estate a Claremont College Affiliate
Real Estate Broker, Real Estate Practice, Real Estate Law, 1976 - 1978
Activities and Societies: National Association of Realtors. California Association of Realtors.

California State University - San Diego
Bachelor of Business Administration (B.B.A.), Accounting and Finance, 1969 - 1971
Grade: 3.8/4.0
Activities and Societies: Finance Club,
Helped develop the curriculum for Certified Financial Planning in1982

Capital Institute of Technology – extension of United States Naval Academy
Associate of Science (A.S.), Electrical and Electronics Engineering, 1965 - 1966
Grade: 3.7/4.0

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