Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 9, 10, 63 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
31 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 1995-present
Education
- BS, Earth Sciences and Physics, University of California, San Diego
Personal interests and affiliations
- Habitat for Humanity, Treasurer, Director and Construction Leader 1995-2000
- Beverly Hills Estate Planning Council Member