John Cavalaris, CFP®

VP - Financial Consultant

+1 847-441-1908

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, 2021-present
  • Registered Associate, Morgan Stanley, 2015-2021
  • Financial Representative, Fidelity Investments, 2013-2015

Education

  • Miami University, Farmer School of Business
  • Bachelor of Science, Finance

Personal interests and affiliations

  • WITS-Working in the Schools

Standard mailing address:

Charles Schwab & Co, Inc
Omaha Operation Center
P.O. Box 2339
Omaha, NE 68103

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