Bert Bachle, CFP®

VP - Sr. Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 877-347-6984

Financial credentials

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

Experience

33 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2020-present
  • Wealth Manager, USAA, 2007-2020
  • Financial Representative, USAA, 2005-2007
  • Trader, Smith Barney, 2000-2005
  • Insurance Agent, Farmers, 1990-2000

Education

  • BBA, University of North Texas

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