Kristen O'Neill, CFP®

VP - Financial Consultant

+1 856-446-2954

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 63, 65 Securities Licenses

Experience

12 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2025-present
  • Relationship Manager, BlackRock, 2021-2025
  • Internal Wholesaler, BlackRock, 2019-2021
  • ETF Analyst, Vanguard, 2018-2019
  • Financial Advisor, Vanguard, 2015-2018
  • Brokerage Associate, Vanguard, 2013-2015

Education

  • BA, Business Administration, St. Joseph's University

Personal interests and affiliations

    Standard mailing address:

    Charles Schwab & Co, Inc
    Omaha Operation Center
    P.O. Box 2339
    Omaha, NE 68103

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