Financial credentials
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
12 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Retirement Income Specialist, USAA, 2007-2025
Education
- Global Business Management- Finance Arizona State University
Personal interests and affiliations