Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
8 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2026-present
- Senior Financial Consultant Partner, Charles Schwab, 2025-2026
- Financial Consultant Partner, Charles Schwab, 2022-2025
- Client Relationship Specialist, Charles Schwab, 2021-2022
Education
- BA, Psychology, California State University, Northridge
- CFP® Certification Professional Education Program, College for Financial Planning