Lori Sturgis, CFP®

Financial Consultant - Financial Solutions Branch

Representative for clients not served by a local Schwab branch.

+1 855-640-2379

Financial credentials

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

Experience

12 years of professional experience

  • Financial Consultant - Financial Solutions Branch, Charles Schwab, 2021-present
  • Financial Advisor, Cuso Financial, 2018-2021
  • Specialist, Charles Schwab, 2015-2018
  • Banker, Manager, Wells Fargo, 2010-2015

Education

  • Bachelor of General Studies, Ball State University

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