David Devincenzi, AWMA®

VP - Financial Consultant

+1 707-569-7815

Financial credentials

  • Accredited Wealth Management Advisor℠
  • Series 7, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

31 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2018-present
  • Financial Consultant Partner, Charles Schwab, 2018-2018
  • Divisional Vice President, AIG, 2008-2017
  • Regional Vice President, Principal Group, 2008-2008
  • Regional Vice President, Security Benefit, 2004-2008
  • Regional Director, The Newport Group, 2000-2004

Education

  • BA Business Economics, UC Santa Barbara
  • Accredited Wealth Management Advisor
  • Chartered Retirement Planning Counselor

Standard mailing address:

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

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