Emmanuel Sifuentes, CFP®

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 877-566-2087

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

5 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Investment Consultant, Charles Schwab, 2021-2022
  • FC Academy Cohort, Charles Schwab, 2020-2021
  • Client Service Specialist, Charles Schwab, 2019-2020

Education

  • BA, Finance, The University of Texas at Dallas, Naveen Jindal School of Management
  • AA, General Studies, Weatherford College

Personal interests and affiliations

  • SOL - Schwab Organization of Latino's
  • FPA - Financial Planning Association

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