Janet Haley, CFP®

VP - Financial Consultant

+1 571-228-1705

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 6, 7, 63, 65 Securities Licenses

Experience

33 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2020-present
  • Senior Wealth Manager, USAA Financial Advisors, 2014-2020
  • Vice President, Advisors Asset Management, 2011-2014
  • Director, Cohen & Steers, 2007-2010
  • Regional Vice President, Evergreen Investments, 2002-2007
  • Regional Vice President, Conseco Equity Sales, 1999-2002

Education

  • MBA candidate, Smith School of Business, University of Maryland
  • BS, Marymount College of Fordham University
  • Applied Behavioral Finance Certificate, Investments & Wealth Institute

Personal interests and affiliations

  • Investment Wealth Institute, Government Relations Committee Member 2012-2014

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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