Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
26 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2003-present
- Financial Consultant, Smith Barney, 1998-2003
Education
- BA, Economics, Occidental College