Cfp® Aif®'s Location
Monterey, CA, US
Cfp® Aif®'s Work
- Sr. Wealth Manager @ Monterey Private Wealth, Inc.
- Writer @ Michels Communications
- Financial Consultant @ Charles Schwab
- Associate Financial Consultant @ Charles Schwab
- High Net Worth Trader and Proactive Outreach Consultant @ Charles Schwab
- Personal Banker @ Wells Fargo
Cfp® Aif®'s Education
- Minnesota State University, Mankato
Corporate and Institutional Finance
1998 - 2002 - University of Massachusetts, Amherst
(Finance and Financial Management Services)
2001 - 2002
Cfp® Aif®'s Summary
Cfp® Aif®, based in Monterey, CA, US, is currently a Sr. Wealth Manager at Monterey Private Wealth, Inc., bringing experience from previous roles at Michels Communications and Charles Schwab. Cfp® Aif® holds a 1998 - 2002 Corporate and Institutional Finance @ Minnesota State University, Mankato.
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