Daniel Gomez
VP - Financial Consultant
Representative for clients not served by a local Schwab branch.
+1 800-897-5151Financial credentials
- Series 6, 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
29 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2020-present
- Wealth Manager, USAA Investment Management Co, 2010-2020
- Financial Advisor, Merrill Lynch, 2008-2010
- Retirement Plan Advisor, Vanguard, 2003-2008
Education
- BBA, University of Phoenix
Personal interests and affiliations
- Autism Speaks, Volunteer
- Southwest Autism Research and Resource Center, Volunteer
- American Heart Association