Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Chartered Retirement Planning Counselor℠
- Series 7, 9, 10, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
23 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Private Client Investment Consultant, TD Ameritrade, 2015-2022
- Investment Consultant, TD Ameritrade, 2004-2015
- Registered Representative, TD Waterhouse, 2000-2004
Education
- BA, Economic Theory, Assumption College
- Personal Financial Planning Certificate Program, University of California-Irvine