Caroline Fogarty, CFP®

Independent Branch Financial Consultant

+1 214-385-4142

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

2 years of professional experience

  • Independent Branch Financial Consultant, Charles Schwab, 2024-present
  • Independent Branch Associate Financial Consultant, Charles Schwab, 2022-2024
  • Independent Branch Client Service Specialist, Charles Schwab, 2022-2022

Education

  • BS, Personal Financial Planning, Texas Tech University

Personal interests and affiliations

    Standard mailing address:

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

    Modal can be closed by pressing Escape key.