Ken Lazzini, AWMA®, CFP®, MPAS®

VP - Financial Consultant

+1 707-569-7811

Financial credentials

  • Accredited Wealth Management Advisor℠
  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Master Planner Advanced Studies℠
  • 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, 2020-present
  • Associate Financial Consultant, Charles Schwab, 2018-2020
  • Associate Financial Advisor, Fountainhead Wealth, 2018-2018
  • Financial Advisor, Waddell & Reed, 2016-2018

Education

  • MS, Personal Financial Planning, College for Financial Planning
  • BS, Finance, California State University, Sacramento

Standard mailing address:

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

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