Marcela Garcia, AWMA®, CFP®

VP - Sr. Financial Consultant

+1 408-357-5500

Financial credentials

  • Accredited Wealth Management Advisor℠
  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

22 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2009-present
  • AVP Client Manager, Banc of America Investments Services, 2004-2009
  • Financial Adviser, UBS, 2001-2002
  • Financial Adviser, Smith Barney, 2000-2001

Education

  • Juris Doctor, Law and Legal Studies, San Joaquin College of Law
  • BA, Psychology, CSUSM

Personal interests and affiliations

  • The State Bar of California, active license #343298
  • California Lawyers Association, Taxation and Intellectual Property Law

Standard mailing address:

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

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