Joseph Fitzgerald, CWS®

VP - Financial Consultant

+1 602-553-8062

Financial credentials

  • Certified Wealth Strategist®
  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

27 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2006-present
  • Trust and Estate Specialist, Charles Schwab, 2004-2006
  • Dedicated Pinnacle Trading Consultant, Charles Schwab, 2000-2004
  • Mortgage Broker, Valley Financial Funding, 1997-2000

Education

  • BA Finance, Arizona State University

Personal interests and affiliations

  • Boys Scouts of America, Troop Leader

Standard mailing address:

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

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