Brandon Cepeda

Financial Consultant - Financial Solutions Branch

Representative for clients not served by a local Schwab branch.

+1 800-503-2917

Financial credentials

  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

9 years of professional experience

  • Financial Consultant - Financial Solutions Branch, Charles Schwab, 2025-present
  • Financial Advisor, Bayntree Wealth Advisors, 2024-2024
  • Associate Wealth Advisor, Charles Schwab, 2021-2024
  • Client Relationship Manager, Diamond Wealth Management, 2020-2020
  • Private Client Banker, JP Morgan Chase, 2019-2020
  • Client Support Associate, Ameriprise Financial, 2018-2019

Education

  • BA, Psychology, UNLV

Personal interests and affiliations

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