Financial credentials
- Accredited Asset Management Specialist℠
- CERTIFIED FINANCIAL PLANNER Certificant
- Chartered Mutual Fund Counselor℠
- Series 7, 9, 10, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
25 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2014-present
- VP - Financial Consultant, Charles Schwab, 2006-2013
- Financial Consultant, Charles Schwab, 2005-2005
- Investment Specialist, Charles Schwab, 2003-2005
- Client Service Specialist, Charles Schwab, 2000-2003
Education
- BS, Finance, California State University, Long Beach