Financial credentials
- Series 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
21 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2023-present
- Financial Solution Advisor, Merrill Lynch, Pierce, Fenner & Smith, Inc, 2014-2023
- Investment Consultant, Scottrade, 2004-2014
Education
- BS, Finance, Real Estate & Law, Cal Poly Pomona