James B. Titus, CFP®, CIMA®, CPWA®

VP - Sr. Financial Consultant

+1 415-667-6219

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Investment Management Analyst®
  • Certified Private Wealth Advisor®
  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

21 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2005-present
  • Financial Advisor, Morgan Stanley, 2002-2005

Education

  • BA, University of Massachusetts, Amherst

Personal interests and affiliations

  • Financial Planning Association
  • Investment Management Consultants Association

Standard mailing address:

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

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