Financial credentials
- Certified Wealth Strategist®
- Series 7, 9, 10, 24, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
18 years of professional experience
- VP - Branch Manager, Charles Schwab, 2016-present
- Investor Center Manager, American Century Investments, 2010-2016
- Senior Investment Specialist, American Century Investments, 2009-2010
- Paraplanner, Ameriprise Financial, 2007-2009
Education
- BS, Corporate Finance and Financial Services, San Francisco State University
Personal interests and affiliations