Daniel Gerber, CFP®

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 800-822-8177

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 24, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

18 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2020-present
  • Wealth Manager, USAA, 2006-2020

Education

  • BA, Economics, University of Arizona

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