Johnny Chavez, CFP®, MBA

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 855-640-2439

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Master in Business Administration
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

7 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • Financial Advisor, Merrill Lynch, 2019-2021
  • Financial Advisor, USAA, 2017-2019
  • SR Wealth Management Specialist, JP Morgan, 2016-2017

Education

  • MBA, University of the Incarnate Word
  • BHA, Trident University
  • Senior Leadership and Management Certification, US Army
  • Basic Leadership and Management Certification, US Army

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