Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Certified Wealth Strategist®
- Master Planner Advanced Studies℠
- Master of Science Personal Financial Planning
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
7 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2019-present
- Financial Consultant Partner, Charles Schwab, 2017-2019
- Registered Representative, Charles Schwab, 2016-2017
Education
- Bachelor of Science, Business Administration, San Diego State University
- Master of Science in Personal Financial Planning, College for Financial Planning
Personal interests and affiliations
- Surfrider Foundation, Volunteer