Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
4 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Investment Consultant, Charles Schwab, 2023-2024
- Client Services Specialist, TD Ameritrade, 2021-2023
Education
- BS, Economics, California Polytechnic State University, San Luis Obispo
Personal interests and affiliations