Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
13 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2015-present
- Associate Financial Consultant, Charles Schwab, 2014-2015
- Brokerage Services Associate, Charles Schwab, 2012-2014
Education
- Arizona State University
- W.P. Carey School of Business and Finances