Chad Salit, CFP®

VP - Financial Consultant

+1 512-370-3892

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 9, 10, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

18 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • Branch Manager, TDAmeritrade, 2018-2020
  • Private Client Investment Consultant, TDAmeritrade, 2016-2018
  • Financial Services, Fidelity, 2010-2016
  • Investment Banker, Capital One Bank, 2006-2010

Education

  • BS, Indiana University
  • Southern Methodist University, Financial Planning Certification Program

Standard mailing address:

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

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