Jason Dittfurth, CFP®, CWS®, MBA
VP - Sr. Financial Consultant
Representative for clients not served by a local Schwab branch.
+1 877-711-2982Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Certified Wealth Strategist®
- Master in Business Administration
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
24 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2020-present
- Senior Wealth Manager, USAA, 2011-2020
- Investment Consultant, TIAA-Cref, 2010-2011
- Financial Planner/Partner, Partners Wealth Management/LPL Financial, 2006-2010
- Senior Financial Advisor, AIG-Valic, 2001-2006
- Financial Advisor, American Express Financial Advisors, 2000-2001
Education
- BBA Southwest Texas State University
- MBA Texas A&M University Commerce