Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
8 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2017-present
- Associate Financial Consultant, Charles Schwab, 2019-2020
- Financial Professional Representative, Charles Schwab, 2017-2019
Education
- Certified Financial Planner, Kaplan, Inc.
- BS, Business Finance, Eastern Illinois University