Page 4 - Raymond Dale LinkedIn Extract update color

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. Consulted with Cal State University San Diego’s finance department on CFP curriculum.

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
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

Page4