Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
11 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Senior Financial Consultant, TD Ameritrade, Inc., 2016-2022
- Brokerage Associate, Wells Fargo Advisors, LLC, 2015-2016
- Financial Advisor, Edward Jones, 2013-2015
Education
- BA, Finance, California State University, Fullerton