Daniel Gomez

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 800-897-5151

Financial 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

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