Ph.D., CFP®, CFA Candidate, Assistant Professor of Finance & Financial Planning, Financial Planner and Investment Advisor, Certified Financial Planner™, Bloomberg MCC. 💰Financial/Investment Advisor by Education & Practice, 🖋Professor by Profession, 📈Stock Day/Swing Trader & Investor by Passion, ✈️Traveler by Nature, 📚Lifelong Learner by Heart, ♠️Poker Enthusiast by Guts. 📍San Diego, CA 📍Los Angeles, CA ⚠️ My appearance in a room or its stage may or may not endorse its content. 🚩 Nothing Said on Clubhouse Is Financial/Investment Advice. 🔒 Bound by CFP Board’s Fiduciary Standards and Policies.