David Wolf, CFP®

VP - Financial Consultant

+1 513-337-5847

Financial credentials

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

Experience

9 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present

Education

  • Bachelor of Science, Finance, Miami University

Personal interests and affiliations

    Standard mailing address:

    Charles Schwab & Co, Inc
    Omaha Operation Center
    P.O. Box 2339
    Omaha, NE 68103

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