Beau Gilbert, CFP®, CWS®

VP - Branch Manager

Representative for clients not served by a local Schwab branch.

+1 719-359-6504

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Wealth Strategist®
  • Series 7, 9, 10, 24, 53, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

20 years of professional experience

  • VP - Branch Manager, Charles Schwab, 2021-present
  • Sr Manager, USAA Wealth Management, 2018-2020
  • Manager, USAA Financial Planning and Advice, 2011-2018
  • Sr Financial Planning Analyst, USAA Financial Planning and Advice, 2008-2011
  • Financial Advisor, USAA Financial Planning and Advice, 2004-2008
  • VP - Assistant Branch Manager, Charles Schwab, 2020-2021

Education

  • BBA Finance with Honors, New Mexico State University

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