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Certifications & Education

  • B.S., California State University
  • P.F.P., University of California, Berkley
  • CERTIFIED FINANCIAL PLANNER® professional
  • AAMS®
  • Certified Social Security and Medicare Specialist™ (CSS™)

Affiliations & Memberships

  • Member

    Montgomery County Estate Planning Council

Previous Experience

  • Senior Financial Planner

    RiversEdge Advisors LLC

  • Senior Financial Advisor

    Vanguard

  • Personal Retirement Counselor

    Financial & Realty Services LLC

  • Vice President, Financial Consultant

    Charles Schwab