Luke Mayer, CFP®, CPWA®

VP - Financial Consultant

214-706-6128

Financial credentials

  • CERTIFIED FINANCIAL PLANNER® Certificant
  • Certified Private Wealth Advisor®
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

8 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • Financial Consultant Partner, Charles Schwab & Co., Inc., 2019-2021
  • FC Academy, Investor Development, Charles Schwab & Co., Inc., 2018-2019
  • FC Academy Participant, Charles Schwab & Co., Inc., 2017-2018

Education

  • BS, Finance, Florida 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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