Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
32 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2012-present
- Personal Financial Representative, Allstate Financial Services, 2010-2012
- Financial Planner/ Office Manager, Lincoln Financial Advisors, 1993-2009
Education
- B.A. Development Studies (International Economic), UCLA
- Exchange Student, International Christian University, Tokyo, Japan
Personal interests and affiliations
- Estate Planning Council
- Financial Planning Association