Financial credentials
- Accredited Wealth Management Advisor℠
- CERTIFIED FINANCIAL PLANNER Certificant
- Master Planner Advanced Studies℠
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
3 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Financial Consultant Partner, Charles Schwab, 2022-2024
- Client Relationship Specialist, Charles Schwab, 2021-2022
Education
- B.S. Managerial Economics, UC Davis
- M.S. Personal Financial Planning, College for Financial Planning
Personal interests and affiliations