Aaron Olson, AAMS®

VP - Sr. Financial Consultant

+1 425-451-7214

Financial credentials

  • Accredited Asset Management Specialist℠
  • Series 7, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

27 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2002-present
  • Vice President, UBS, 1998-2002
  • Investment Consultant, National Securities, 1995-1998

Education

  • Chartered Wealth Strategist Foundations, Cannon Financial
  • Banking and Credit Specialist, Charles Schwab bank

Personal interests and affiliations

  • Robert Chinn Foundation, President
  • Boys and Girls Club of Bellevue
  • Bellevue Life Spring
  • WACAP

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

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