Evan Kearns, CFP®, MBA

VP - Financial Consultant

+1 631-385-4884

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Master in Business Administration
  • Series 7, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

12 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • Financial Consultant, E*TRADE Financial, 2018-2021
  • Associate, Financial Consultant, Charles Schwab, 2016-2018
  • Client Relationship Specialist, Charles Schwab, 2015-2016
  • Brokerage Operations Representative, Fidelity Investments, 2012-2015

Education

  • MBA, Clark University
  • BA, Management, Clark University

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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