Casey Mervine, CWS®

VP - Sr. Financial Consultant

+1 310-483-6102

Financial credentials

  • Certified Wealth Strategist®
  • Series 7, 9, 10, 63 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

30 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2002-present
  • Investor Education Manager, Charles Schwab, 2000-2002
  • Branch Manager, Charles Schwab, 1999-2000
  • Sr. Investment Specialist, Charles Schwab, 1996-1999
  • Investment Executive, Regional Broker Dealer, 1994-1995

Education

  • Harvard University, Investment Decisions & Behavioral Finance
  • Kaplan University, Business
  • University of Phoenix, Marketing & Communications
  • College for Financial Planning, CFP Certification Professional Education

Personal interests and affiliations

  • Featured in Southbay Magazine's Trusted Advisors, 2016, 2017
  • Interviewed on ABC, NBC, CBS/KCAL, KFI, KNX, OC Register and LA Times
  • Habitat for Humanity and Boys & Girls Clubs of the South Bay Volutnteer

Standard mailing address:

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

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