EJ Leal, CFP®

Financial Consultant - Financial Solutions Branch

Representative for clients not served by a local Schwab branch.

+1 877-906-4686

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

23 years of professional experience

  • Financial Consultant - Financial Solutions Branch, Charles Schwab, 2023-present
  • Advisory Consultant, TIAA, 2007-2023
  • Investment Advisor Representative, Linsco Private Ledger, 2002-2006
  • Relationship Consultant, Donaldson, Lufkin & Jenrette, 2000-2002
  • Retirement Specialist, Merrill Lynch, Pierce, Fenner & Smith, 1999-2000
  • Investment Advisor Representative, GSG Securities, Inc, 1999-1999

Education

  • BS, Business Accounting, University of Phoenix

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