Financial credentials
- Accredited Asset Management Specialist℠
- Certified Wealth Strategist®
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
17 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2014-present
- Associate Financial Consultant, Charles Schwab & Co., 2013-2014
- Associate Portfolio Consultant, Schwab Private Client Investment Advisory, 2012-2013
- Investment Consultant, Charles Schwab & Co., 2007-2011
Education
- BS, Business Administration, University of Nevada, Reno
- Accredited Asset Management Specialist, College for Financial Planning