Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 9, 10, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
26 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 1999-present
Education
- B.S., Business Administration, University of Colorado at Boulder