Grant Seaton, CFP®, MBA

VP - Financial Consultant

+1 970-223-3694

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Master in Business Administration
  • Series 7, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

18 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2016-present
  • Associate Financial Consultant, Charles Schwab, 2015-2016
  • Financial Advisor, Morgan Stanley, 2013-2015
  • Senior Shareholder Account Representative, The Capital Group Companies, 2007-2009
  • Shareholder Account Representative, The Capital Group Companies, 2005-2007
  • Financial Advisor's Assistant, Waddell and Reed, 2004-2004

Education

  • MBA, The University of California, Irvine
  • BA, Economics, The University of California, San Diego
  • Certificate in Financial Planning, The Terry College of Business at the University of Georgia

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

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