Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
31 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2020-present
- Director, Corporate & Retirement Services, Charles Schwab, 2000-2008
- Retirement Consultant, Hartford Life, 1997-2000
- Group Benefits Consultant, The Principal Financial Group, 1994-1997
- VP, Financial Consultant, Charles Schwab, 2008-2020
Education
- Master of Science in Financial Planning, Golden Gate University
- BS, Accounting, Upper Iowa University
Personal interests and affiliations
- Western Pension & Benefits Council, San Francisco Chapter
- Financial Planning Association, San Francisco Chapter