Mark Kizer, CFP®, CWS®

VP - Sr. Financial Consultant

+1 480-675-5967

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Wealth Strategist®
  • Series 7, 24, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

26 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2018-present
  • Financial Consultant, Charles Schwab & Co., 2006-2018
  • Regional Sales Manager, AIG/SunAmerica, 2005-2006
  • Regional Sales Manager, Fifth Third Asset Management, 2001-2005
  • Financial Planner, Budros, Ruhlin & Roe, 1998-2001

Education

  • BS, Actuarial Science, The Ohio State University
  • U.S. Air Force, Electronics Technician School

Personal interests and affiliations

  • Boys and Girls Clubs Volunteer
  • Junior Achievement Volunteer
  • Kitchen on the Street Volunteer
  • Youth for Troops Volunteer

Standard mailing address:

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

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