Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Certified Wealth Strategist®
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
7 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2020-present
- Associate - Financial Consultant, Charles Schwab, 2019-2020
- Investment Consultant, Charles Schwab, 2018-2019
- Registered Representative, Charles Schwab, 2017-2018
Education
- BS, Accountancy, Arizona State University
- Certificate in Financial Planning, New York University
- Certificate in International Business, University of Economics, Prague
Personal interests and affiliations
- Boys & Girls Club of Hawaii, Volunteer
- Feed My Starving Children, Volunteer