Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Certified Wealth Strategist®
- Series 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
30 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2002-present
- Financial Consultant, Wells Fargo Private Client Services, 1996-2002
- Accounting, Intuit Inc., 1995
- Financial Consultant, Olde, 1994
Education
- MS, Finance, College for Financial Planning, University of Phoenix
- BS, Business Administration, University of South Carolina
- Certified Financial Planning, University of California, Irvine