Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 9, 10, 24, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
28 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Sr. Financial Consultant, TD Ameritrade, 2019-2021
- Branch Manager, TD Ameritrade, 2018-2019
- Branch Manager, Scottrade, 2008-2018
Education
- BA Management, Sonoma State University