Financial credentials
- Accredited Asset Management Specialist℠
- Series 7, 9, 10, 24, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
21 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- VP Financial Consultant, Charles Schwab, 2021-2024
- Sr. Manager, Charles Schwab, 2020-2021
- Manager, USAA, 2016-2020
- Financial Advisor, USAA, 2010-2016
- Financial Advisor, Edward Jones, 2004-2009
Education
Personal interests and affiliations