Kristofer Lyons, AAMS®, CFP®, CWS®, ChFC®

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 888-251-3337

Financial credentials

  • Accredited Asset Management Specialist℠
  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Wealth Strategist®
  • Chartered Financial Consultant®
  • Series 7, 9, 10, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

13 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2016-present
  • Associate Financial Consultant, Charles Schwab, 2014-2016
  • Senior Client Consultant, Charles Schwab, 2012-2014

Education

  • BA, Business Management, Northern Arizona University
  • BA, Computer Information Systems, Northern Arizona University

Personal interests and affiliations

  • Financial Planning Association
  • College For Financial Planning
  • Sojourner Center (Advisory Board Member)
  • Defenders of Children (Board Member)

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