Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Certified Wealth Strategist®
- Series 7, 9, 10, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
25 years of professional experience
- VP - Assistant Branch Manager, Charles Schwab, 2022-present
- VP Financial Consultant, Fidelity Investments, 2012-2022
- Wealth Manager, USAA, 2011-2012
- VP Financial Consultant, Charles Schwab, 2001-2011
- Investment Consultant, Charles Schwab, 2000-2001
Education
- BA, Economics, University of California, San Diego
- Certificate in Personal Financial Planning, University of California, Santa Cruz Extension