Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 9, 10, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
28 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2014-present
- Financial Advisor, Merrill Lynch, 2011-2013
Education
- B.S., San Diego State University