Justin McDonald, CFP®, CWS®, MPAS®, MSFP

VP - Financial Consultant

+1 760-931-2819

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Wealth Strategist®
  • Master Planner Advanced Studies℠
  • Master of Science Personal Financial Planning
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

7 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2019-present
  • Financial Consultant Partner, Charles Schwab, 2017-2019
  • Registered Representative, Charles Schwab, 2016-2017

Education

  • Bachelor of Science, Business Administration, San Diego State University
  • Master of Science in Personal Financial Planning, College for Financial Planning

Personal interests and affiliations

  • Surfrider Foundation, Volunteer

Standard mailing address:

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

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