Cheri Maasen, AAMS®, CFP®

VP - Sr. Financial Consultant

+1 303-448-3527

Financial credentials

  • Accredited Asset Management Specialist℠
  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

24 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2006-present
  • Client Service Specialist, Charles Schwab, 2003-2006
  • Registered Representative, Charles Schwab, 2000-2003

Education

  • CFP, Metropolitan State College of Denver
  • AAMS, College for Financial Planning
  • Bachelor's Degree, Arizona State University

Standard mailing address:

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

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