Benjamin Perlow, CFP®

VP - Financial Consultant

+1 678-249-1099

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 6, 7, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

5 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2025-present
  • Client Relationship Specialist, Charles Schwab, 2022-2023
  • Investment Consultant, Charles Schwab, 2023-2024
  • Financial Consultant Partner, Charles Schwab, 2024-2025

Education

  • Finance degree from the Terry School of Business at the University of Georgia

Personal interests and affiliations

    Standard mailing address:

    Charles Schwab & Co, Inc
    Omaha Operation Center
    P.O. Box 2339
    Omaha, NE 68103

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