Courtney Quinlan, CFP®, ChFC®

Independent Branch Leader and Financial Consultant

+1 412-347-5959

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Chartered Financial Consultant®
  • Series 6, 7, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

27 years of professional experience

  • Independent Branch Leader and Financial Consultant, Charles Schwab, 2017-present
  • Wealth Management Adviser, TIAA, 2013-2017

Education

  • Penn State University BS

Standard mailing address:

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

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