Aaron Adams, CFP®

Financial Consultant - Member Relationship Advisor

Representative for clients not served by a local Schwab branch.

+1 877-686-1939

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 24, 51, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

10 years of professional experience

  • Financial Consultant - Member Relationship Advisor, Charles Schwab, 2020-present
  • Wealth Manager, USAA, 2014-2020

Education

  • BBA, Northern Arizona University
  • MS, Kansas State University

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