Financial credentials
- Registered Investment Advisor
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
21 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2026-present
- Sr. Premier Banker, Wells Fargo Bank, 2006-2026
Education
- M.A.( Applied Economics), San Jose State University
Personal interests and affiliations
- Love to Hike, Travel and Do Yoga