Greg Hernandez, CFP®

VP - Branch Manager

Representative for clients not served by a local Schwab branch.

+1 800-990-0753

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 9, 10, 24, 51, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

25 years of professional experience

  • VP - Branch Manager, Charles Schwab, 2020-present
  • Senior Manager, Wealth Management, USAA, 2017-2020
  • Manager, FASG Health & Medicare, USAA, 2013-2017
  • Manager, Wealth Management, USAA, 2007-2013
  • High Net Worth Representative, USAA, 2002-2007
  • Financial Representative, USAA, 1998-2002

Education

  • Bachelor of Arts, Biology, Texas A&M University

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