James Clauser, CFP®, CRPC®, MBA

Branch Manager - Financial Solutions Branch

+1 210-232-2214

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Chartered Retirement Planning Counselor℠
  • Master in Business Administration
  • Series 7, 9, 10, 24, 51, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

20 years of professional experience

  • Branch Manager - Financial Solutions Branch, Charles Schwab, 2024-present
  • Sr. Manager, Charles Schwab, 2020-2024
  • FASG Manager, USAA, 2017-2020
  • Sr. Wealth Advisor, USAA, 2015-2017

Education

  • MBA, University of Texas at San Antonio
  • BS, Mechanical Engineering, University of Texas at Austin

Personal interests and affiliations

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