Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Certified Wealth Strategist®
- Master of Science in Finance
- Series 7, 9, 10, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
18 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2007-present
- Financial Consultant Associate, Wells Fargo, 2005-2007
- Financial Consultant, American Express, 2004-2005
Education
- Bachelor Arts-Public administration
- CWS- Certified Wealth Strategist
- Executive certificate in Financial Planning-Leavey School of business , Santa Clara University
- MSc -Finance University of Aberdeen
Personal interests and affiliations
- City of Mountain View mediation- 2004-2006