Financial credentials
- Accredited Asset Management Specialist℠
- 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, 2025-present
- Financial Consultant Partner, Charles Schwab, 2023-2025
- Client Relationship Specialist, Charles Schwab, 2022-2023
- Commercial Middle Market Banking Intern, Fifth Third Bank, 2021-2021
Education
- BA, Administration - Finance Concentration, California State University, San Bernardino
- AA, Business Administration, San Bernardino Valley College
- University of Georgia - Online CFP(R) Certification Program
Personal interests and affiliations