Chris Castaneda, CFP®

VP - Financial Consultant

+1 630-848-6012

Financial credentials

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

Experience

24 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2017-present
  • Associate Financial Consultant, Charles Schwab, 2015-2017
  • Financial Adviser, Edward Jones, 2015-2015
  • Registered Associate, Morgan Stanley, 2013-2015
  • Owner, Allure Photo, 2010-2013
  • Vice President - Sales & Business Operation, Photoprism, 2001-2010

Education

  • Bachelor's of Science - Finance - University of Illinois - Urbana-Champaign

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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