Grant Mayer, CFP®, CWS®

VP - Sr. Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 888-491-7133

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Wealth Strategist®
  • Series 7, 9, 10, 63, 65, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

33 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

Modal can be closed by pressing Escape key.