Bert Bachle, CFP®
VP - Sr. Financial Consultant
Representative for clients not served by a local Schwab branch.
+1 877-347-6984Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
35 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