Kyle Dofelmier, CFP®

VP - Financial Consultant

+1 253-382-4765

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

17 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2009-present
  • Financial Advisor, Merrill Lynch, 2007-2009
  • Sr. Personal Banker, Bank of America, 2003-2007

Education

  • BS, Business Administration, Central Washington University

Standard mailing address:

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

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