Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
18 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2007-present
Education
- BS, Mechanical Engineering, UC Berkeley
Personal interests and affiliations
- Cal Baseball Foundation, Board of Directors
- Major League Baseball Alumni Association, Member