Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
15 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Financial Consultant, Td Ameritrade, 2018-2021
- Investment Consultant, Fidelity Investments, 2010-2018
Education
- Bachelor of Science, Finance, San Jose State University