Financial credentials
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
3 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Financial Consultant Partner, Charles Schwab & Co., 2022-2024
- Client Relationship Specialist, Charles Schwab & Co., 2021-2022
Education
- Bachelor of Arts, Finance, Cal State Fullerton