Kieran Lavery, CFP®

Financial Consultant - Financial Solutions Branch

Representative for clients not served by a local Schwab branch.

+1 855-640-2371

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 24, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

5 years of professional experience

  • Financial Consultant - Financial Solutions Branch, Charles Schwab, 2021-present
  • Wealth Consultant, Kestra Financial, 2019-2021

Education

  • BA, Finance and Economics, University of Pittsburgh

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