Katie Rodriguez, CFP®

VP - Financial Consultant

+1 281-362-2228

Financial credentials

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

Experience

22 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2018-present
  • Private Client Investment Consultant, TD Ameritrade, 2017-2018
  • Associate Wealth Manager, Efficient Wealth Management, 2016-2017
  • Regional Vice President, Mercer Advisors, 2015-2016
  • Account Executive, Fidelity Investments, 2001-2015

Education

  • BS, Applied Mathematical Sciences, Texas A&M University

Standard mailing address:

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

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