Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
25 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2006-present
- Mortgage Consultant, Ironwood Lending, 2004-2006
- Business Development, Charles Schwab, 2000-2004
Education
- BS, Economics, Arizona State University, Tempe AZ