Grant Mayer, CFP®, CWS®
VP - Sr. Financial Consultant
Representative for clients not served by a local Schwab branch.
+1 888-491-7133Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Certified Wealth Strategist®
- Series 7, 9, 10, 63, 65, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
34 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2014-present
- Vice President - Financial Consultant, Charles Schwab, 2005-2014
- Retail Business Development, Charles Schwab, 2003-2005
- High Net Worth Representative, Charles Schwab, 2001-2003
- Team Lead, Charles Schwab, 2000-2001
- Active Trading Specialist, Charles Schwab, 1997-2000
Education
- Bachelor of Science, Finance, Real Estate minor, Arizona State University 1991
Personal interests and affiliations
- Financial Planning Association