Financial credentials
- Certified Wealth Strategist®
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
18 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2009-present
- Premier Banker / Investment Advisor, Wells Fargo, 2005-2008
Education
- BS Business Marketing , San Jose State University