Lee Whistler has many years of experience in finance including: 27 years as a Registered Investment Advisor, pioneering in Asset Allocation, 401K plans, and computer assisted securities investing Paralegal for Wills, Trusts and Estates Tax Shelter specialist for CPAs and Continuing Professional Education instructor for California CPAs Representative for multiple lines of personal and commercial insurance: property, liability, auto, fleet, packages Representative for life, health and disability insurance Wholesale distributor for mutual funds and variable annuities Retirement plan design, funding, management and administration: IRA, 401K, Pension, Profit Sharing Benefit plan manager for a large hospital Securities broker California credentialed adult education instructor of courses in Money Management and Planning for Retirement Residential real estate investor