Luis Cruz

VP - Financial Consultant

+1 800-980-6175

Financial credentials

  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

7 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2025-present
  • Financial Consultant Academy, Charles Schwab, 2019-2020
  • Associate Financial Consultant, Charles Schwab, 2020-2021
  • Financial Consultant, Charles Schwab, 2021-2025

Education

  • Texas A&M University - Bachelors of Science in Mathematics

Personal interests and affiliations

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