Daniel Schwartz, CFP®

VP - Sr. Financial Consultant

+1 650-614-2020

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

0 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2015-present
  • Associate Financial Consultant, Charles Schwab, 2014-2015
  • High Net Worth Broker, Charles Schwab, 2013-2014
  • Broker, Charles Schwab, 2012-2013

Education

  • BS, Business Marketing, Arizona State University

Personal interests and affiliations

  • Junior Achievement USA, Instructor

Standard mailing address:

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

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