Andy Vela, AAMS®, CMFC®, RFC®
Financial Consultant - Financial Solutions Branch
Representative for clients not served by a local Schwab branch.
+1 855-620-1680Financial 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