Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
7 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2023-present
- Financial Consultant Academy, Charles Schwab, 2018-2020
- Associate Financial Consultant, Charles Schwab, 2020-2022
- Investment Consultant, Charles Schwab, 2022-2023
Education
- Finance, Saint Mary's College of California
- Personal Financial Planning, UC Berkeley Extension