Financial credentials
- Chartered Wealth Manager®
- Certified Wealth Strategist®
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
24 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2014-present
- VP - Financial Consultant, Charles Schwab & Co., Inc., 2008-2013
Education
- JD, California Western School of Law
- BS, Business Administration, Emphasis Finance and Management, University of Southern California