Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
17 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2014-present
- Teacher, Marin County Schools, 2012-2014
Education
- MS, Education, Dominican University
- BS, Organizational Behavior, University of San Francisco