Emily Pearson, AAMS®, CFP®

Financial Consultant - Financial Solutions Branch

Representative for clients not served by a local Schwab branch.

+1 800-814-2348

Financial credentials

  • Accredited Asset Management Specialist℠
  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

13 years of professional experience

  • Financial Consultant - Financial Solutions Branch, Charles Schwab, 2020-present
  • Wealth Manager, USAA Investment Management Company, 2018-2020
  • Wealth Advisor, USAA Investment Management Company, 2014-2018
  • Financial Advisor, USAA Investment Management Company, 2012-2014
  • Investment Representative, USAA Investment Management Company, 2011-2012

Education

  • BA, English and Spanish, University of Colorado

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