Eric Nelson, CFP®, CWS®, MBA

Financial Consultant - Financial Solutions Branch

Representative for clients not served by a local Schwab branch.

+1 866-999-1392

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Wealth Strategist®
  • Master in Business Administration
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

22 years of professional experience

  • Financial Consultant - Financial Solutions Branch, Charles Schwab, 2020-present
  • Wealth Manager, USAA, 2007-2020
  • Independent Life Insurance Agent, Independent Broker, 2006-2007
  • Financial Planner, MetLife, 2004-2006
  • Client Financial Advisor, Citgroup, 2001-2004

Education

  • M.B.A., Webster University
  • B.S. in Biology, University of Texas at San Antonio

Personal interests and affiliations

  • Hope worldwide Ltd, 2010 - present

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