Christian Zepeda, CFP®

VP - Financial Consultant

+1 651-310-1321

Financial credentials

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

Experience

20 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2019-present
  • AVP- Investments, Financial Advisor, Wells Fargo Advisors, 2012-2019
  • Financial Advisor, Merrill Lynch, 2007-2012
  • Investment Representative, Edward Jones, 2003-2007

Education

  • Harvard Business School - Leading with Finance Certificate
  • BSB - Finance, Carlson School of Management - University of Minnesota
  • Vienna University of Economics and Business, 3M Case Study
  • Leadership Twin Cities, Minneapolis Regional Chamber of Commerce

Personal interests and affiliations

  • The Sanneh Foundation, Board of Directors, Current
  • Certified Financial Planner Board of Standards, Inc.

Standard mailing address:

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

Modal can be closed by pressing Escape key.