Dan Roasa, CFP®

VP - Financial Consultant

+1 650-358-5531

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 24, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

20 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • Associate, Financial Consultant, Charles Schwab, 2020-2021
  • Investment Consultant, Fidelity, 2017-2020
  • Relationship Manager, Fidelity, 2015-2017
  • Branch Manager, Scottrade, 2008-2015
  • Investment Consultant, Scottrade, 2004-2008

Education

  • MBA, University of Texas at Dallas
  • BFA, Music, Southern Methodist University

Personal interests and affiliations

  • SIFMA Investwrite Volunteer Judge
  • UT Dallas Alumni Member - Bay Area Chapter

Standard mailing address:

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

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