Daniel Williamson, CFP®

VP - Sr. Financial Consultant

+1 408-357-0167

Financial credentials

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

Experience

17 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2012-present
  • Account Executive, Fidelity Investments, 2008-2012

Education

  • BA, Business Administration (Finance), San Jose State University

Standard mailing address:

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

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