James Cy Mouradick

A graduate of the University of Southern California as a Dean's List Scholar, with a Bachelor of Science in Business Administration; with Registered Health Underwriter, Chartered Life Underwriter and Chartered Financial Consultant designations from the American College of Life Underwriters, Bryn Mawr, Pennsylvania; and his Certified Financial Planner designation from the College of Financial Planning, Denver, Colorado; Jim is a licensed securities broker, and belongs to the National Association of Securities Dealers (NASD), NALU (National Association of Life Underwriters), AHIA (Accident-Health Insurance Association), and the NAHU (National Association of Health Underwriters). Jim's areas of expertise include tax and estate planning, investments opportunities of all genre, qualified plan design, alternate funding, and managed care consulting for Health and Welfare plans plus plan design, asset allocation, earnings evaluation and administration of Pension and Profit Sharing Plans.

Jim has been in the insurance and investment business (Life, Health and Equities) for nearly 40 years as an agent and broker. He is a life member of Top of the Table, an industry organization for the top .2% of the life and health insurance producers in the world.