Financial credentials
- Accredited Wealth Management Advisor℠
- CERTIFIED FINANCIAL PLANNER Certificant
- Chartered Retirement Planning Counselor℠
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
9 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2019-present
- Financial Solution Advisor, Merrill Edge, 2017-2019
- Premium Banker, Bank of the West, 2017-2017
- Senior Relationship Manager, Merrill Edge, 2016-2017
Education
- CRPC, College of Financial Planning
- AWMA, College of Financial Planning
- BA, California State University, East Bay
- CFP®
Personal interests and affiliations