Brent Cassell, CWM®, CWS®

VP - Sr. Financial Consultant

+1 808-525-6806

Financial credentials

  • Chartered Wealth Manager®
  • Certified Wealth Strategist®
  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

22 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2014-present
  • VP - Financial Consultant, Charles Schwab & Co., Inc., 2008-2013

Education

  • JD, California Western School of Law
  • BS, Business Administration, Emphasis Finance and Management, University of Southern California

Standard mailing address:

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

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