Erick Ibarra, CFP®, CWS®, MBA

VP - Branch Manager

+1 503-721-2426

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Wealth Strategist®
  • Master in Business Administration
  • Series 7, 9, 10, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

27 years of professional experience

  • VP - Branch Manager, Charles Schwab, 2010-present
  • Financial Consultant, Charles Schwab, 2005-2010
  • Financial Adviser, Morgan Stanley, 2001-2005
  • Associate Adviser, United Bank of Switzerland (UBS), 1997-2001

Education

  • BA, History with an emphasis in Economics, University of California, Santa Barbara
  • BA, Communications with an emphasis in Organizational Comm., University of California, Santa Barbara
  • Certified Planning Certification candidate, University of California, Davis
  • Master of Business (MBA) University of Oregon

Personal interests and affiliations

  • Former Sacramento History and Science, Commissioner
  • Former United Way Financial Sector, Sub Chair
  • Former Active 20/30 member
  • Former University of California Santa Barbara Alumni Association, Sacramento Chapter President

Standard mailing address:

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

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