Antonio Rodriguez, AAMS®, CFP®, MBA

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 817-287-9534

Financial credentials

  • Accredited Asset Management Specialist℠
  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Master in Business Administration
  • Series 3, 4, 7, 9, 10, 24, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

10 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Financial Consultant Partner, Charles Schwab, 2021-2022
  • Risk and Supervision Officer, Charles Schwab, 2019-2021
  • Client Service & Support Team Manager, Charles Schwab, 2017-2019
  • Financial Services Professional, Charles Schwab, 2015-2017
  • Associate Financial Services Professional, Charles Schwab, 2014-2015

Education

  • Bachelor of Science, Kinesiology, The University of Texas at Austin
  • MBA, St. Edward's University

Personal interests and affiliations

  • Schwab Organization of Latinxs
  • Fort Worth Hispanic Chamber of Commerce

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