Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
7 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Investment Consultant, Charles Schwab, 2020-2022
- Financial Consultant, TD Ameritrade, 2019-2020
- Wealth Management Representative, Morgan Stanley, 2018-2018
Education
- BA, Business Economics, University of California San Diego (UCSD)
- Fluent in Spanish