Mark Huhn, CFP®

VP - Sr. Financial Consultant

+1 858-551-6318

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 9, 10, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

29 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2001-present
  • Financial Consultant, TD Waterhouse, 1998-2001
  • Securities Trader, Jack White & Company, 1995-1998
  • Financial Consultant, Olde Stockbrokers, 1994-1995
  • Loan Officer, Citizens National Mortgage, 1993-1994

Education

  • Certified Financial Planning Graduate Program, San Diego State University
  • BA, Business Economics, University of California, Santa Barbara

Personal interests and affiliations

  • Financial Planning Association, San Diego Chapter
  • University of California Santa Barbara Alumni Association
  • Friends of La Jolla Elementary, La Jolla YMCA Adventure Guides
  • Las Patronas

Standard mailing address:

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

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