Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Master Planner Advanced Studies℠
- Series 6, 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
14 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2018-present
- Associate Financial Consultant, Charles Schwab, 2016-2018
- Sr. High Net Worth Specialist, Charles Schwab, 2015-2016
- Financial Services Professional, Charles Schwab, 2014-2015
- Relationship Banker, JPMorgan Chase, 2011-2014
Education
- Master of Science Degree, Personal Financial Planning, College for Financial Planning
- Bachelor of Science Degree, Finance, Arizona State University
- Certificate of International Business, Arizona State University
Personal interests and affiliations