Financial credentials
- Accredited Wealth Management Advisor℠
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
27 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2000-present
- Financial Consultant, Merrill Lynch, 1997-2000
Education
- BA, UC Berkeley