Brad Heaps, CFP®, CWS®

VP - Sr. Financial Consultant

+1 916-789-2125

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Wealth Strategist®
  • Series 7, 9, 10, 31, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

24 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2007-present
  • Financial Advisor, UBS Financial Services, 2004-2006
  • Barclays Global Investors, 1999-2004

Education

  • BS, Business Finance, BYU

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

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