Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 24, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
22 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2007-present
- Financial Services Professional, MassMutual Financial Group, 2006-2007
- Manager, E*Trade Financial, 2003-2006
Education
- BA, Business Economics, UC Santa Barbara
- Certificate in Personal Financial Planning, UC Davis
Personal interests and affiliations
- Sacramento Estate Planning Council