Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Certified Wealth Strategist®
- Master in Business Administration
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
25 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2007-present
- Financial Advisor, Ameriprise Financial, 2004-2007
- Founder, and VP., of Business Development, CAMEV, 2003-2004
- Software Engineer, Oracle, 2000-2003
Education
- MBA, San Francisco State University
- BA, University of South Dakota
Personal interests and affiliations
- Fluent in Mandarin and Cantonese