James Helsel, CFP®, CWS®

VP - Sr. Financial Consultant

+1 949-718-5106

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Wealth Strategist®
  • Series 7, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

29 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2002-present
  • Financial Consultant, Wells Fargo Private Client Services, 1996-2002
  • Accounting, Intuit Inc., 1995
  • Financial Consultant, Olde, 1994

Education

  • MS, Finance, College for Financial Planning, University of Phoenix
  • BS, Business Administration, University of South Carolina
  • Certified Financial Planning, University of California, Irvine

Standard mailing address:

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

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