Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
38 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2004-present
- Financial Advisor, Morgan Stanley, 2002-2004
- Legal Consultant, Private and Public Sector, 1997-2003
- Branch Manager, Transamerica Financial, 1988-1996
Education
- JD, San Francisco Law School
- BS, University of San Francisco
Personal interests and affiliations
- Financial Planning Association