Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Certified Wealth Strategist®
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
29 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2018-present
- VP Financial Consultant, Fidelity Brokerage Services, LLC., 2004-2018
Education
- BS, Business Finance, SUNY New Paltz
Personal interests and affiliations