Experience

Coffeehouse Capital LLC | Financial Planning and Wealth Management

• United States
• Financial Services
• 1 - 100 Employee

• Founder and Financial Advisor

  • Nov 2021 - Present

  Fresno, California, United States Financial Planning and Wealth Management



Merrill Lynch Wealth Management

• Wealth Management Advisor, Assistant Vice President

  • Jan 2015 - Nov 2021

  Fresno, California, United States *You have choices for what to do with your 401(k) or other type of plan-sponsored accounts. Depending on your financial circumstances, needs and goals, you may choose to rollover to an IRA or convert to a Roth IRA, rollover a 401(k) from a prior employer to a 401(k) at your new employer, take a distribution, or leave the account where it is. Each choice may offer different investment options and services, fees and expenses, withdrawal options, required minimum distributions, tax treatment, and… Show more *You have choices for what to do with your 401(k) or other type of plan-sponsored accounts. Depending on your financial circumstances, needs and goals, you may choose to rollover to an IRA or convert to a Roth IRA, rollover a 401(k) from a prior employer to a 401(k) at your new employer, take a distribution, or leave the account where it is. Each choice may offer different investment options and services, fees and expenses, withdrawal options, required minimum distributions, tax treatment, and provide different protection from creditors and legal judgments. These are complex choices and should be considered with care. *Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment's investment objectives will be achieved. *Merrill Life Agency's California License Number 0522776 *Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.

• Senior Registered Client Service Associate

  • Aug 2008 - Dec 2014

  Fresno, California, United States



Bank of America

• United States
• Banking
• 700 & Above Employee

• Sales And Service Specialist

  • Feb 2007 - Aug 2008

  Fresno, California, United States



Manco Abbott, Inc.

• United States
• Real Estate
• 1 - 100 Employee

• Property Accountant

  • Jan 2005 - Sep 2006

  Fresno, California, United States