Eric Mosser, CFP®

VP - Financial Consultant

+1 760-836-3079

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

23 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Financial Advisor, Edward Jones, 2018-2021
  • Financial Advisor, Waddell & Reed, 2017-2018
  • Investment Consultant, Charles Schwab, 2021-2022
  • Operations Manager, PetSmart, 2010-2018
  • Executive Team Leader, Target, 2000-2010

Education

  • Business Administration: Management from California State University Long Beach
  • Associate in Science: Business Administration from Orange Coast Community College
  • Financial Planning Professional Education Program: College for Financial Planning

Personal interests and affiliations

  • La Quinta Chamber of Commerce Board Member
  • Miraflores HOA Board Member

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

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