Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Chartered Life Underwriter®
- Chartered Financial Consultant®
- Series 6, 7, 22, 24, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
32 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Director, MAPS CU, 2020-2020
- Sr Financial Specialist, Country Financial, 2018-2020
- Managing Principal, Waddell & Reed, 2011-2018
- VP, Futurity First, 2008-2011
- VP, TIAA-CREF, 2005-2008
Education
- Bachelor of Science>Business Administration California State University-Fresno
Personal interests and affiliations
- Rotary Club/ Rotary International
- Center For Hope and Safety
- Financial Planning Association