James Deshaies, CFP®

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 877-566-0076

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

11 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2020-present
  • Wealth Manager, USAA, 2019-2020
  • Wealth Advisor, USAA, 2014-2019
  • Financial Advisor, USAA, 2012-2014

Education

  • BA, International Business, SUNY College at Brockport

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