Eric Aranda, AAMS®, CFP®, CWS®
Financial credentials
- Accredited Asset Management Specialist℠
- CERTIFIED FINANCIAL PLANNER Certificant
- Certified Wealth Strategist®
- Series 7, 9, 10, 24, 51, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
24 years of professional experience
- VP - Branch Manager, Charles Schwab, 2020-present
- Sr. Manager - Wealth Management, USAA Financial Advisors, Inc., 2018-2020
- Manager FASG Advice & Solutions, USAA Financial Advisors, Inc., 2013-2018
- Senior Wealth Manager, USAA Financial Advisors, Inc., 2004-2013
- Registered Representative, Citicorp Investment Services, 2003-2004
Education
- BSBA, Accounting, University of the Incarnate Word
Personal interests and affiliations
- Financial Planning Association®