Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
23 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
Education
- Bachelor of Business Administration, International Business & Trade, Florida Atlantic University
- Bachelor of Science, Economics, Florida Atlantic University
- Certificate in Financial Planning, University of Miami
- Certificate in Value Investing, Columbia Business School