Dan Rosales, CFP®

VP - Financial Consultant

+1 425-672-3884

Financial credentials

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

Experience

4 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2023-present
  • Investment Consultant, Charles Schwab, 2021-2023
  • FC Academy, Investor Development, Charles Schwab, 2021-2021
  • FC Academy, Cohort Trainee, Charles Schwab, 2020-2021

Education

  • Bachelor of Science
  • Business
  • Indiana University
  • Bloomington, IN

Personal interests and affiliations

    Standard mailing address:

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

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