Experience

Root Financial Partners

• United States
• Financial Services
• 1 - 100 Employee

• Vice President

  • Oct 2022 - Present

• Financial Advisor

  • Oct 2021 - Oct 2022

  Greater San Diego Area

• Associate Advisor

  • Nov 2020 - Sep 2021



Early Retirement Podcast

• United States
• Financial Services

• Podcast Host

  • Mar 2021 - Present

  Malibu, California, United States Host of the Early Retirement Podcast. 300k+ downloads. Withdrawal Strategy, Tax Planning, Portfolio Management, Income Generation, Estate Planning, Cash Flow, and all the tips and strategies involved in the nuance of an early retirement.



Jewish Business Professionals of Los Angeles

• Financial Services

• Board Member

  • Jan 2021 - Present

  Los Angeles Metropolitan Area Co-founder and board member of a committed group of Jewish Financial Planners, Real Estate Agents, Insurance Agents, Tax Professionals, and Attorneys. We best serve our clients by being able to refer to trusted experts. We are a group of like-minded individuals who determined that having a team of dedicated professionals in our network is the best way to help our clients reach their goals. We are individuals who operate independently, but understand the benefit to our clients by… Show more Co-founder and board member of a committed group of Jewish Financial Planners, Real Estate Agents, Insurance Agents, Tax Professionals, and Attorneys. We best serve our clients by being able to refer to trusted experts. We are a group of like-minded individuals who determined that having a team of dedicated professionals in our network is the best way to help our clients reach their goals. We are individuals who operate independently, but understand the benefit to our clients by working closely with other jewish business professionals who we can trust and count on to assist with any need our client may have. Show less



Nuveen, a TIAA company

• United States
• Financial Services
• 700 & Above Employee

• Internal Advisor Services Representative

  • Jun 2018 - Nov 2020

  Los Angeles, CA A private asset manager with more than 100 years of service to clients, Nuveen manages just shy of a trillion dollars for investors around the globe. And we lead by example, often investing alongside our clients. Our standout capabilities include income generation, alternatives and socially responsible investing. Completed the Series 7 and 66 FINRA licenses while assisting financial advisors in the creation of asset allocations for their clients.



University of Puget Sound

• United States
• Higher Education
• 700 & Above Employee

• Student Admission Associate

  • Sep 2017 - Mar 2018

  1500 North Warner St. Tacoma, WA 98416 One of six students chosen to act as an ambassador by completing tasks such as admission interviews, student panels, and campus tours.



Northwestern Mutual

• United States
• Financial Services
• 700 & Above Employee

• Financial Representative Intern

  • Mar 2017 - Nov 2017

  Tacoma, Washington Passed life and health insurance exams to become contracted and licensed to solicit insurance. Created financial plans for clients.



Publishers Weekly

• United States
• Book and Periodical Publishing
• 100 - 200 Employee

• Assistant Editor

  • May 2016 - Jul 2016

  71 W 23rd St, New York, NY 10010 Shadowed the head of publishing while creating and editing content.



Burnley Football Club

• United Kingdom
• Spectator Sports
• 200 - 300 Employee

• Premier League Business Analyst Intern

  • May 2015 - Aug 2015

  Turf Moor, Harry Potts Way, Burnley, Lancashire, United Kingdom BB10 4BX



Media Funding

• Banking
• 1 - 100 Employee

• Business Management Intern

  • Apr 2014 - Jun 2014

  28990 Pacific Coast Highway, Malibu, CA 90265



The Manadoob Educator Training Program and The Manadoob Self-Esteem Program for Kids

• United States
• Primary and Secondary Education
• 1 - 100 Employee

• Ambassador

  • Jan 2011 - Mar 2014

  Oxnard, California An ambassador and sales representative promoting an emotional learning system for successful childhood development- spending the majority of the time at Boys and Girls Clubs working with children to improve self-esteem.