Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Chartered Life Underwriter®
- Master in Business Administration
- Series 6, 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
35 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2019-present
- Sales Leader, RIA/RR, State Farm, 2005-2019
- Sr. Financial Analyst, Cisco Systems, 1991-2004
- Financial Analyst, Apple, 1988-1991
Education
- Bachelors of Science, Finance, California State University, Chico
- Master, Business Administration, California State University, San Jose