Galo F. Tapia Jr., CFP®, MBA

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 480-729-0132

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Master in Business Administration
  • Series 7, 9, 10, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

26 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2023-present
  • Senior Team Manager, Charles Schwab & Co, Inc, 2021-2023
  • Investment Advisor, Edelman Financial Engines, 2020-2021
  • Senior Manager, Charles Schwab & Co, Inc, 2017-2019
  • Director, Cost Basis Operations, Charles Schwab & Co, Inc, 2011-2017
  • Senior Manager - Cost Basis Operations, Charles Schwab & Co, Inc, 2007-2011

Education

  • Boise State University, Bachelor of Business Administration
  • Western International University, Master of Business Administration
  • Arizona State University, Economics & Accounting - various courses

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