Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Chartered Financial Consultant®
- Master of Science in Finance
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
17 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2018-present
- Wealth Advisor Associate, Neuberger Berman LLC, 2016-2017
- Client Associate, Neuberger Berman LLC, 2012-2015
- Associate, Constellation Wealth Advisors LLC, 2011-2012
- Registered Financial Associate, LPL Financial (dba Financial Independence LLC), 2009-2011
Education
- M.S. Financial Analysis and Investment Management, Saint Mary's College of California
- B.S. Economics, Psychology minor, Saint Mary's College of California
Personal interests and affiliations
- CFA Institute and CFA Society San Francisco, 2016-present
- Spinsters of San Francisco, 2012-present
- Junior League of San Francisco, 2014-2015
- Junior League of Palo Alto - Mid Peninsula, 2010-2013