Beau Gilbert, CFP®, CWS®
Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Certified Wealth Strategist®
- Series 7, 9, 10, 24, 53, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
21 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
Personal interests and affiliations