Kieran Lavery, CFP®
Financial Consultant - Financial Solutions Branch
Representative for clients not served by a local Schwab branch.
+1 855-640-2371Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 24, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
6 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