Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
2 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Investment Consultant, Charles Schwab, 2024-2025
- Financial Consultant Academy, Charles Schwab, 2023-2024
Education
- BA, Economics, University of Washington
- BS, Real Estate, University of Washington
Personal interests and affiliations