Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Certified Wealth Strategist®
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
18 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2007-present
Education
- University of New Hampshire
- BS, Peter T. Paul College of Business and Economics
Personal interests and affiliations
- Financial Planning Association
- Financial Women of San Francisco