Financial credentials
- Certified Wealth Strategist®
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
30 years of professional experience
- VP - Financial Consultant, Charles Schwab, 1998-present
- Financial Services Representative, American Savings Bank, 1997-1998
- Financial Services Representative, Bank of America, 1994-1997
Education
- Certified Wealth Strategist designation, Cannon Financial Institute
- AS, Business, Kapiolani Community College
Personal interests and affiliations