Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
14 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2016-present
- Associate Financial Consultant, Charles Schwab, 2015-2016
- Investment Consultant, Scottrade, 2012-2015
Education
- BS, Business Administration - Finance, California State University of Sacramento