Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
5 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Sr. Financial Consultant, TD Ameritrade, 2020-2023
- FC Academy - Business Development Specialist, TD Ameritrade, 2019-2020
Education
- BS, Finance, San Diego State University
- Certificate in Financial Planning, Pepperdine Business School