Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
5 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2023-present
- Financial Consultant Partner, Charles Schwab, 2021-2023
- Financial Consultant Academy, Charles Schwab, 2019-2021
Education
- BSBA, Finance - Personal Financial Planning
- University of Colorado Boulder - Leeds School of Business
Personal interests and affiliations
- San Diego Padres - Season Ticket Member