Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 6, 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
12 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Premier Banker, Wells Fargo, 2013-2021
Education
- BS, Finance, CSU Eastbay