Andy Vela, AAMS®, CMFC®, RFC®

Financial Consultant - Financial Solutions Branch

Representative for clients not served by a local Schwab branch.

+1 855-620-1680

Financial credentials

  • Accredited Asset Management Specialist℠
  • Chartered Mutual Fund Counselor℠
  • Registered Financial Consultant
  • Series 7, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

25 years of professional experience

  • Financial Consultant - Financial Solutions Branch, Charles Schwab, 2024-present
  • Manager, Investment Consultant, Charles Schwab & Co. Inc., 2020-2024
  • Wealth Advisor, USAA, 2017-2020
  • Senior Financial Advisor, USAA, 2014-2017
  • Financial Solutions Advisor, USAA, 2006-2014
  • Investment Sales & Service, USAA, 1999-2006

Education

  • BBA, Finance, UTSA

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