Alex Brea, AWMA®, CRPC®

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 480-233-4808

Financial credentials

  • Accredited Wealth Management Advisor℠
  • Chartered Retirement Planning Counselor℠
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

10 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Financial Advisor, Raymond James Financial Services, 2020-2021
  • Financial Solutions Advisor, Merrill Lynch, 2014-2020

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