Loren A. Kertz, MBA

VP - Sr. Financial Consultant

+1 415-945-6408

Financial credentials

  • Master in Business Administration
  • Series 7, 9, 10, 24, 63 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

35 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2011-present
  • Branch Manager, Charles Schwab, 2003-2010
  • Financial Consultant, Charles Schwab, 1996-2003
  • Wells Fargo, 1990-1996

Education

  • MBA, San Francisco State University
  • BS, San Diego State University

Standard mailing address:

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

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