Financial credentials
- Series 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
6 years of professional experience
- VP - Corporate Financial Consultant, Charles Schwab, 2025-present
- Investment Consultant, Charles Schwab, 2024-2025
- Financial Consultant Associate, Logix Federal Credit Union, 2020-2024
Education
- Bachelor of Science, Personal and Family Financial Planning, University of Arizona