Kolby Gaston, AAMS®, CFP®, CWS®

VP - Financial Consultant

+1 425-709-7509

Financial credentials

  • Accredited Asset Management Specialist℠
  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Wealth Strategist®
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

16 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2013-present
  • Individual 401(k) Specialist, ING Direct, 2012-2013
  • Saleforce Administrator & Email Marketing Manager, ING Direct, 2008-2012

Education

  • B.A. Business Administration at University of Washington
  • Degree in M.I.S.

Personal interests and affiliations

  • Boys & Girls Club - Bellevue
  • First Tee - Greater Seattle

Standard mailing address:

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

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