George Holecsko, CFP®, CLU®, CWS®, ChFC®

Financial Consultant - Member Relationship Advisor

Representative for clients not served by a local Schwab branch.

+1 877-566-0884

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Chartered Life Underwriter®
  • Certified Wealth Strategist®
  • Chartered Financial Consultant®
  • Series 7, 24, 63 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

13 years of professional experience

  • Financial Consultant - Member Relationship Advisor, Charles Schwab, 2020-present
  • Financial Consultant, Charles Schwab, 2020
  • Wealth Manager, USAA, 2018-2020
  • Wealth Advisor, USAA, 2012-2018
  • Financial Advisor, USAA, 2010-2012

Education

  • MS, Economics, Florida State University
  • BA, Economics, Florida State University
  • BS, Accounting, University of South Florida

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