Financial credentials
- Accredited Asset Management Specialist℠
- CERTIFIED FINANCIAL PLANNER Certificant
- Master in Business Administration
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
28 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2007-present
- Associate, Chamberlain Consulting, 2000-2006
- Retirement Consultant, Mercer, 1997-2000
Education
- MBA, Pepperdine University
- BA, Economics, University of California Santa Cruz
Personal interests and affiliations
- Second Harvest Food Bank of Orange County Volunteer