Daniel Hellman, CFP®

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 800-990-3323

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 66 Securities Licenses

Experience

9 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2020-present
  • Associate Financial Services Professional, Charles Schwab, 2015-2015
  • Financial Services Professional, Charles Schwab, 2015-2016
  • Sr Specialist, High Net Worth Representative, Charles Schwab, 2016-2017
  • Investment Consultant, Charles Schwab, 2017-2019

Education

  • BA, Environmental Policy and Analysis, Middlebury College

Personal interests and affiliations

  • Dissipated Eight Alumni Association

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