Andrew Udvari, CFP®

VP - Financial Consultant

+1 619-574-4802

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

7 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • Customer Service Representative, Charles Schwab Inc, 2017-2018
  • Financial Consulting Partner, Charles Schwab Inc, 2018-2021

Education

  • University of Colorado, Boulder
  • Bachelors of Business Administration

Standard mailing address:

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

Modal can be closed by pressing Escape key.