Financial credentials
- CERTIFIED FINANCIAL PLANNER® Certificant
- Series 7, 66 Securities Licenses
Experience
4 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2026-present
- Financial Institutions Examiner, State of Ca, 2022-2026
- Financial Advisor, Prudential Advisors, 2019-2022
- Brokerage Associate, Wells Fargo Advisors, 2018-2019
- Personal Banker, Wells Fargo, 2016-2018
- Personal Banker, Bank of America, 2012-2016
Education
- BA: Economics, Minor: Accounting, Cal State University, Los Angeles
- CFP, University of California, Irvine