Guillermo Garcia, CFP®

VP - Financial Consultant

+1 501-219-4322

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

7 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Investment Consultant, Charles Schwab, 2021-2022
  • Financial Consultant Academy Participant, Charles Schwab, 2020-2021
  • Personal Banker, Wells Fargo Bank, 2017-2020

Education

  • BA, Business Economics, Armstrong State University

Standard mailing address:

Charles Schwab & Co, Inc
Omaha Operation Center
P.O. Box 2339
Omaha, NE 68103

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