Gina Stukkie, AAMS®, CFP®, MBA
Financial Consultant - Financial Solutions Branch
Representative for clients not served by a local Schwab branch.
+1 210-778-3894Financial credentials
- Accredited Asset Management Specialist℠
- CERTIFIED FINANCIAL PLANNER Certificant
- Master in Business Administration
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
17 years of professional experience
- Financial Consultant - Financial Solutions Branch, Charles Schwab, 2021-present
- Practice Manager/COO, Waddell & Reed DBA Pontem Financial, 2018-2019
- Partner, Pontem Financial, 2018-2019
- Practice Manager, Waddell & Reed, 2009-2018
- Advisor Assistant, Waddell & Reed, 2007-2009
Education
- BA, Administration, University of the Incarnate Word
- MBA, Finance, University of the Incarnate Word
- CFP® Certification Professional Education Program, The College for Financial Planning
Personal interests and affiliations
- Heights Community Church, First Impressions Team Leader, 2020-Present
- PTSA, 1st Vice President, 2022-Present