Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 6, 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
37 years of professional experience
- Financial Consultant - Financial Solutions Branch, Charles Schwab, 2021-present
Education
- Bachelor of Science, Business Administration, Oklahoma State University
Personal interests and affiliations