Financial credentials
- CERTIFIED FINANCIAL PLANNER® Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
7 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2026-present
- Personal Banker, Wells Fargo, 2013-2019
- Client Relationship Specialist, Charles Schwab, 2022-2024
- Investment Consultant, Charles Schwab, 2024-2026
Education
- San Jose State University Business Administration Management Concentration 2013