Financial credentials
- CERTIFIED FINANCIAL PLANNER® Certificant
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
5 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2026-present
- Financial Consultant Partner, Charles Schwab, 2021-2026
Education
- Bachelor of Fine Art, Academy of Art University, San Francisco, CA