Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Certified Wealth Strategist®
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
28 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2014-present
- VP, Financial Consultant, Charles Schwab, 1998-2013
Education
- BS, Managerial Economics, University of California, Davis