Greg Hernandez, CFP®
Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 9, 10, 24, 51, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
27 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
Personal interests and affiliations