Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
6 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Associate Financial Consultant, Charles Schwab, 2021-2022
- Investment Consultant, Charles Schwab, 2020-2021
- High Net Worth Specialist, Charles Schwab, 2020-2020
- Licensed Broker, Charles Schwab, 2019-2020
- Service Representative, Charles Schwab, 2019-2019
Education
- BS, Finance, Indiana University Kelley School of Business
Personal interests and affiliations
- Financial Planning Association