Gina Stukkie, AAMS®, CFP®, MBA

Financial Consultant - Financial Solutions Branch

Representative for clients not served by a local Schwab branch.

+1 210-778-3894

Financial credentials

  • Accredited Asset Management Specialist℠
  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Master in Business Administration
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

15 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

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