Anthony Zeller, CFP®, MBA

VP - Financial Consultant

+1 415-263-4394

Financial credentials

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

Experience

22 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2007-present
  • Assistant Vice President, Client Financial Analyst, Citibank, 2003-2007
  • Financial Advisor, Morgan Stanley, 2001-2003

Education

  • MBA, University of Phoenix
  • BA, Economics, SFSU

Standard mailing address:

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

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