Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
9 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Snr. Manager - Wealth Advisor, Schwab Wealth Advisory, 2024-2025
- Senior Wealth Advisor, Hub Investment Partners, 2021-2024
- Associate Advisor and Paraplanner, Regency Investment Advisors, 2018-2021
- Sales Execution / Integrated Practice Team, Northwestern Mutual, 2016-2018
Education
- BA, Human Communication, California State University, Monterey Bay
Personal interests and affiliations
- Member, Estate Planning Council of Stanislaus County