Maria Potter, CFP®

VP - Financial Consultant

+1 415-945-6407

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

16 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2014-present
  • Teacher, Marin County Schools, 2012-2014

Education

  • MS, Education, Dominican University
  • BS, Organizational Behavior, University of San Francisco

Standard mailing address:

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

Modal can be closed by pressing Escape key.