Gregory Lee, CFP®, MSF

VP - Financial Consultant

+1 415-945-6453

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Master of Science in Finance
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

4 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2025-present
  • Investment Consultant, Charles Schwab, 2024-2025
  • Financial Consultant Academy, Charles Schwab, 2023-2024
  • Senior Financial Analyst, BioMarin Pharmaceutical Inc., 2022-2023
  • Associate Wealth Advisor, Beacon Pointe Advisors, 2021-2022
  • Office Coordinator, University of San Francisco, 2015-2021

Education

  • MS, Financial Analytics, USF
  • BA, Finance, USF

Personal interests and affiliations

    Standard mailing address:

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

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