Julianna Miller, CFP®

VP - Financial Consultant

+1 650-614-2004

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

6 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • Associate Financial Consultant, Charles Schwab, 2020-2021
  • FC Academy, Investment Consultant, Charles Schwab, 2019-2020
  • FC Academy, Financial Services Professional, Charles Schwab, 2018-2019

Education

  • BBA, Finance & Marketing, University of Kentucky
  • Certificate in Financial Planning, University of Miami

Personal interests and affiliations

  • Project Manana, International Volunteer
  • Leadership Carmel- Carmel Chamber of Commerce, Cohort Member

Standard mailing address:

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

Modal can be closed by pressing Escape key.