Chris Wood, CFP®

VP - Financial Consultant

+1 513-361-8613

Financial credentials

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

Experience

15 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Financial Consultant, Fidelity Investments, 2015-2022
  • Investment Consultant, Fidelity Investments, 2014-2015
  • Registered Representative, Fidelity Investments, 2011-2014

Education

  • B.A, College of Wooster

Personal interests and affiliations

    Standard mailing address:

    Charles Schwab & Co, Inc
    Omaha Operation Center
    P.O. Box 2339
    Omaha, NE 68103

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