Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
8 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Financial Advisor, Edward Jones, 2017-2021
- Investment Consultant, Charles Schwab, 2021-2024
Education
- BS, Financial Management, Cal Poly State University (SLO)
Personal interests and affiliations