Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
8 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Senior Financial Consultant, TD Ameritrade, 2020-2022
- Financial Advisor, Bank of the West, 2019-2020
- Financial Consultant, Fidelity Investments, 2017-2018
- Investment Consultant, Fidelity Investments, 2016-2017
- Financial Representative, Fidelity Investments, 2015-2016
Education
- California State University, Long Beach
- Bachelor of Arts (BA), Mathematical Economics and Economic Theory