Citi
Financial Advisor
American Century Investments
Brokerage Operations Coordinator
Fpa Norcal Conference
Speaker Liaison Volunteer
Fidelity Investments
Financial Consultant
First Bank
Vice President - Wealth Management Advisor and Portfolio Manager
Prudential Financial
Financial Professional at Prudential and Financial Planner at Pruco Securities, LLC
Pettinelli Financial Partners
Financial Planner
East Bay Financial Planning Association
Member
Fidelity Investments
Investment Consultant
Lodestar Private Asset Management
Wealth Manager
College for Financial Planning
University Of California - Berkeley
San Jose State University