Financial credentials
- CERTIFIED FINANCIAL PLANNER® Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
4 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Sr. Financial Consultant Partner, Charles Schwab & Co., 2023-2025
- Financial Consultant Partner, Charles Schwab & Co., 2021-2023
- Client Relationship Specialist, Charles Schwab & Co., 2021-2021
Education
- Bachelor of Arts, Political Science, California State University, Northridge
- CERTIFIED FINANCIAL PLANNER® Certificant, College for Financial Planning
