Eric Aranda, AAMS®, CFP®, CWS®

VP - Branch Manager

Representative for clients not served by a local Schwab branch.

+1 877-483-3493

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

23 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®

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