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Credentials

  • CERTIFIED FINANCIAL PLANNER™
    College of Financial Planning

Experience

    • Canada
    • Real Estate
    • 1 - 100 Employee
    • Founder
      • 2014 - Present
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Managing Director
      • 2018 - 2023
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Consultant, Wealth Management
      • 2012 - 2018
    • Mexico
    • IT Services and IT Consulting
    • 100 - 200 Employee
    • Financial Advisor, Wealth Management
      • 2004 - 2012

Education

  • University of California, Los Angeles
    Business Economics

Community

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