Feroz Subedar, CFP®, MBA

VP - Financial Consultant

+1 650-614-2021

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Master in Business Administration
  • Series 7, 24, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

16 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2019-present
  • Founder, Optima Investment Management, 2018-2019
  • Branch Manager, Scottrade/TD Ameritrade, 2008-2018
  • Financial Advisor, Ameriprise Financial, 2006-2007

Education

  • MBA, San Francisco State University
  • B.S., Managerial Economics, U.C. Davis

Standard mailing address:

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

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