Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 9, 10, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
33 years of professional experience
- Independent Branch Leader and Financial Consultant, Charles Schwab, 2012-present
Education
- BA, Economics, University of California, Santa Cruz
- CFP (R), The American College
- ChFC. The American College
Personal interests and affiliations
- Novato Chamber of Commerce, Board of Directors
- Financial Planning Association