Educational Background:
2001 - California State University, Sacramento, Bachelor of Science - Finance
Business Background:
3/2017 - Present - Solano Wealth Management, Inc.; Wealth Advisor
3/2017 - Present - LPL Financial; Registered Representative
12/2001 - 3/2017 -Wells Fargo Advisors; Senior Vice President & Senior Financial Advisor
Exams, Licenses, & Professional Designations:
4/2013 - CERTIFIED FINANCIAL PLANNER®
3/2006 - ACCREDITED ASSET MANAGEMENT SPECIALIST®
3/2002 - Series 7, held with LPL Financial
9/2001 - Series 6, held with LPL Financial
10/2001 - Series 63, held with LPL Financial
3/2001 - California Life & Health Insurance - CA Insurance License #0D19327
1/2017 - New Mexico Life & Health Insurance - NM Insurance License #443706