Eric Fenger, CIMA®

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 855-620-1668

Financial credentials

  • Certified Investment Management Analyst®
  • Series 6, 7, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

22 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2023-present
  • Portfolio Counselor, Fisher Investments, 2021-2022
  • Regional Director, Swan Global Investments, 2019-2020
  • Territory Specialist, Advisor Consultant, Franklin Templeton, 2005-2019
  • Retirement Specialist, T. Rowe Price, 2000-2005

Education

  • The University of Tampa, MBA Finance
  • Eckerd College, BA Management

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