Gregg Alsbury, CFP®, MPAS®

VP - Financial Consultant

+1 760-931-2809

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Master Planner Advanced Studies℠
  • Series 6, 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

13 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2018-present
  • Associate Financial Consultant, Charles Schwab, 2016-2018
  • Sr. High Net Worth Specialist, Charles Schwab, 2015-2016
  • Financial Services Professional, Charles Schwab, 2014-2015
  • Relationship Banker, JPMorgan Chase, 2011-2014

Education

  • Master of Science Degree, Personal Financial Planning, College for Financial Planning
  • Bachelor of Science Degree, Finance, Arizona State University
  • Certificate of International Business, Arizona State University

Standard mailing address:

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

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