Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
7 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2023-present
- Investment Consultant, Charles Schwab, 2020-2023
- Financial Advisor, Merrill Lynch, 2018-2019
Education
- BA, Mathematics, Fresno State
Personal interests and affiliations