Josh Woodbury, CFP®

Independent Branch Leader and Financial Consultant

+1 385-331-3620

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 9, 10, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

11 years of professional experience

  • Independent Branch Leader and Financial Consultant, Charles Schwab, 2018-present
  • Financial Advisor, Raymond James, 2014-2018
  • Licensed Banker, Wells Fargo, 2008-2009

Education

  • Bachelor of Arts, Finance, Utah State University
  • Bachelor of Arts, Economics, Utah State University

Standard mailing address:

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

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