Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
16 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Wealth Management Advisor, TIAA, 2023-2024
- Financial Consultant, E*TRADE, 2013-2023
- Investment Advisor, New England Financial, 2008-2012
Education
- BS California State University Long Beach, 2005
- Management Information Systems
Personal interests and affiliations