Cory Cha, CFP®, CWS®

VP - Branch Manager

+1 804-364-0610

Financial credentials

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

Experience

11 years of professional experience

  • VP - Branch Manager, Charles Schwab, 2020-present
  • VP - Assistant Branch Manager, Charles Schwab, 2018-2020
  • Branch Manager, TD Ameritrade, 2017-2018
  • Financial Consultant, Fidelity Investments, 2015-2017
  • Investment Consultant, Fidelity Investments, 2013-2015
  • Financial Representative, Fidelity Investments, 2012-2013

Education

  • BBA, Finance, University of Cincinnati

Standard mailing address:

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

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