Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
1 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2026-present
- Investment Consultant, Charles Schwab, 2026-2026
- Financial Services Representative, Fidelity, 2025-2026
Education
- BA, Management, California Lutheran University
Personal interests and affiliations
- F.O.R Basketball
- Golf, Fishing, Photography