Financial credentials
- Certified Wealth Strategist®
- Series 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
31 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2002-present
- Fixed Income, Regional Bond Specialist, Charles Schwab, 1997-2001
- Stockbroker, Merrill Lynch, 1995-1997
- Registered Representative, Bear Stearns, 1994-1995
Education
- BA, California State University, Chico
Personal interests and affiliations