Cameron Harper, AAMS®, CFP®, MBA

Financial Consultant - Financial Solutions Branch

Representative for clients not served by a local Schwab branch.

+1 800-882-5407

Financial credentials

  • Accredited Asset Management Specialist℠
  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Master in Business Administration
  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

11 years of professional experience

  • Financial Consultant - Financial Solutions Branch, Charles Schwab, 2020-present
  • Wealth Manager, USAA, 2015-2020
  • Wealth Specalist, Vanguard, 2014-2015
  • Producer, Leavitt Group, 2012-2014
  • Research Analyst, RBDC, 2011-2012

Education

  • MBA, Business, Grand Canyon University
  • BS, Business, Brigham Young University - Idaho

Personal interests and affiliations

  • Scout Master, BSA Grand Canyon Council 2017-2020
  • Financial Planners of America

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