
Timeline
About me
Personal Financial Manager
Education

California state university, fullerton
2003 - 2007Bachelor's degree finance, general
Experience

Prudential financial
Nov 2007 - Nov 2011Financial professional
Td ameritrade institutional
Jun 2012 - Apr 2017Relationship manager
Retirement solutions inc.
Feb 2018 - Jul 2020Para planner/csr.webp)
Mgo (macias gini & o'connell llp)
Jul 2020 - Mar 2023Paraplanner/wealth manager
International private wealth advisors
Jan 2023 - Nov 2023Wealth managerFinancial Planning and Execution, “Financial Doing”

Zeiders enterprises, inc.
Nov 2023 - nowPersonal financial manager
Licenses & Certifications
- View certificate

Certified financial planner (cfp)
Cfp boardMar 2022
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