Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
2 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Client Relationship Specialist, Charles Schwab, 2021-2023
- Investment Consultant, Charles Schwab, 2023-2024
Education
- University of Nevada, Reno
Personal interests and affiliations