Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
20 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Financial Advisor, Personal Capital, 2021-2021
- Financial Advisor, Edward Jones, 2018-2021
- Director of Analytics, Eagle West Group, 2018-2018
- Financial Consultant, LPL, 2017-2018
- Financial Consultant, Fidelity Investments, 2008-2017
Education
- B.S. Education, Maranatha University
- MDiv. Liberty University