Emmanuel Sifuentes, CFP®
VP - Financial Consultant
Representative for clients not served by a local Schwab branch.
+1 877-566-2087Financial 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