Eric Nelson, CFP®, CWS®, MBA
Financial Consultant - Financial Solutions Branch
Representative for clients not served by a local Schwab branch.
+1 866-999-1392Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Certified Wealth Strategist®
- Master in Business Administration
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
23 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