Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Chartered Retirement Planning Counselor℠
- Master in Business Administration
- Series 7, 9, 10, 24, 51, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
20 years of professional experience
- Branch Manager - Financial Solutions Branch, Charles Schwab, 2024-present
- Sr. Manager, Charles Schwab, 2020-2024
- FASG Manager, USAA, 2017-2020
- Sr. Wealth Advisor, USAA, 2015-2017
Education
- MBA, University of Texas at San Antonio
- BS, Mechanical Engineering, University of Texas at Austin
Personal interests and affiliations