I am a Wealth Advisor, Registered Principal, Certified Financial Planner™ and Branch Manager with Raymond James Financial Service, Inc. I earned my MBA (fulltime) from the UC Berkeley Haas School of Business and my Bachelor’s in Economics from UC Davis. Previous to Raymond James, I was a Financial Advisor with Morgan Stanley; consistently ranked at the highest levels among his peers. Prior to Morgan Stanley, I was Co-Founder and CFO of Young Learning, Finance Manager at Intuit, and a Financial Analyst at both Ford Motor Company and Hewlett-Packard. I have also worked as a finance consultant providing business valuation services. I am the Co-President of the UC Berkeley Haas School of Business Alumni Network for Silicon Valley, and I serve on the board of Cancer CAREpoint. Licenses: Series 10, Series 9, Series 7, Series 66, Series 31.