Giovanni Afanasiev, CFP®, RFC®

VP - Financial Consultant

+1 407-754-3949

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Registered Financial Consultant
  • Series 7, 9, 10, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

10 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • Associate Financial Consultant, Charles Schwab, 2021-2021
  • Manager, Private Client Advisor, Charles Schwab, 2020-2021
  • Manager, Investment Consultant, Charles Schwab, 2019-2020
  • Senior Broker, Charles Schwab, 2017-2019
  • Asset Transition Specialist, Charles Schwab, 2015-2017

Education

  • Bachelor's Degree in Economics, Rollins College

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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