Lance Burch, CFP®, MBA

VP - Sr. Financial Consultant

+1 303-260-5902

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Master in Business Administration
  • Series 7, 9, 10, 66 Securities Licenses

Experience

27 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2019-present
  • Managing Director, Charles Schwab, 2015-2019
  • Financial Consultant/Sr Manager, Charles Schwab, 2007-2015
  • Financial Advisor, Merrill Lynch, 2004-2007
  • Operations Manager, Intel Corporation, 2001-2004
  • Captain, Signal Officer, U.S. Army, 1996-2001

Education

  • MBA, W.P. Carey School of Business, Arizona State University
  • BA, Philosophy, University of North Florida

Personal interests and affiliations

  • Schwab Military Veteran's Network

Standard mailing address:

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

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