Andrew Walton, CFP®

VP - Sr. Financial Consultant

+1 805-884-4204

Financial credentials

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

Experience

31 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2012-present
  • Personal Financial Representative, Allstate Financial Services, 2010-2012
  • Financial Planner/ Office Manager, Lincoln Financial Advisors, 1993-2009

Education

  • B.A. Development Studies (International Economic), UCLA
  • Exchange Student, International Christian University, Tokyo, Japan

Personal interests and affiliations

  • Estate Planning Council
  • Financial Planning Association

Standard mailing address:

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

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