David Wolf, CFP®

VP - Financial Consultant

+1 513-337-5847

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 63, 66 Securities Licenses

Experience

8 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Financial Consultant, Fidelity Investments, 2021-2022
  • Investment Consultant, Fidelity Investments, 2019-2021
  • Financial Representative, Fidelity Investments, 2016-2019

Education

  • Bachelor of Science, Finance, Miami University

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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