Brandon Rowe, CFP®, ChFC®

VP - Financial Consultant

360-713-9835

Financial credentials

  • CERTIFIED FINANCIAL PLANNER® Certificant
  • Chartered Financial Consultant®
  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

19 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2026-present
  • Planning Consultant, Fidelity Investments, 2025-2026
  • Registered Representative, Fidelity Investments, 2023-2025
  • Wealth Management Associate, Morgan Stanley, 2022-2023
  • UK Investment Counsellor, Fisher Investments, 2019-2022
  • Registered Representative, Fidelity Investments, 2006-2019

Education

  • BA, Economics, University of North Florida

Standard mailing address:

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

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