Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 24, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
6 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Financial Consultant Partner, Charles Schwab, 2022-2024
- VP of Retirement Plan Services, TransGlobal Holdings, 2021-2022
- Associate Financial Planner, TransGlobal Holdings, 2020-2021
- Sales Support, TransGlobal Holdings, 2018-2020
Education
- BA, Communications, California State University, Los Angeles
- Certificate in Personal Financial Planning , UCLA Extension
Personal interests and affiliations