Brett Woodward, AAMS®, AWMA®, CFP®, CWS®, ChFC®

VP - Sr. Financial Consultant

+1 720-895-4918

Financial credentials

  • Accredited Asset Management Specialist℠
  • Accredited Wealth Management Advisor℠
  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Wealth Strategist®
  • Chartered Financial Consultant®
  • Series 7, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

18 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2018-present
  • VP Financial Consultant, Charles Schwab, 2006-2018
  • Registered Representative, Charles Schwab, 2005-2006

Education

  • Bachelor of Arts, Business Administration with an emphasis in Finance, Park University,
  • Summa Cum Laude Graduate

Standard mailing address:

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

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