Financial credentials
- Accredited Wealth Management Advisor℠
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
23 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2009-present
- AVP Client Manager, Banc of America Investments Services, 2004-2009
- Financial Adviser, UBS, 2001-2002
- Financial Adviser, Smith Barney, 2000-2001
Education
- Juris Doctor, Law and Legal Studies, San Joaquin College of Law
- BA, Psychology, CSUSM
Personal interests and affiliations
- The State Bar of California, active license #343298
- California Lawyers Association, Taxation and Intellectual Property Law