Brian Esposito, CWS®
Financial credentials
- Certified Wealth Strategist®
- Series 7, 9, 10, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
33 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2005-present
- VP and Branch Manager, Charles Schwab, 1999-2004
- Investment Consultant, Charles Schwab, 1993-1999
Education
- BS, Finance, Rutgers University School of Business
Personal interests and affiliations
- First Presbyterian Church of Tequesta, Elder
- Boys & Girls Club- Former Board Member
- Palm Beach County Estate Planning Council- Former Member