Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 6, 7, 24, 63 Securities Licenses
Experience
22 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2005-present
- Retirement Plan Group, California Investment Trust Fund Group, 2002-2005
Education
- MA, Psychology, John Jay College, CUNY, NY
- BA, Psychology, Castleton State College, VT