Financial credentials
- Series 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
32 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2009-present
- Financial Consultant, FNIC, 2007-2009
- Financial Consultant, Pension Planners Securities, 2002-2007
- Financial Consultant, Charles Schwab & Co, 1993-2002
Education
- BS, Business, California State University at Sacramento