Josh Tanner, CFP®

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 855-640-2443

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

7 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • Financial Advisor, The Vanguard Group, 2017-2021
  • Executive Assistant, Groviv, LLC, 2016-2017

Education

  • BA, Management, Brigham Young University
  • Certificate, College of Financial Planning

Personal interests and affiliations

  • Eagle Scout, Boy Scouts of America

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