Financial credentials
- Certified Wealth Strategist®
- Series 6, 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
18 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2011-present
- Private Banker/Financial Consultant, Wells Fargo Advisors/Wachovia Securities, 2008-2011
- Account Executive, Accredited Home Lenders, 2006-2008
Education
- Bachelors of Science in Economics and Business Administration
- Minor in Communications
- Saint Mary's College of California
Personal interests and affiliations
- Livermore Fusion Soccer Club Assistant Coach 2022
- Livermore Granada Little League Baseball Coach 2021