Kristy Parker, CFP®, MBA

VP - Financial Consultant

+1 858-523-2448

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Master in Business Administration
  • Series 7, 9, 10, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

18 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • Financial Consultant Partner, Charles Schwab, 2019-2021
  • Client Relationship Manager, Charles Schwab, 2016-2019
  • Associate Financial Consultant, Charles Schwab, 2010-2016
  • Client Relationship Specialist, Charles Schwab, 2008-2010
  • Financial Advisor, Ameriprise Financial, 2006-2008

Education

  • MBA, Ashford University
  • BA, Business Management Economics UCSC

Personal interests and affiliations

  • Del Mar Regional Chamber of Commerce

Standard mailing address:

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

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