Mathieu Godin, CFP®

VP - Financial Consultant

+1 804-364-0954

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

8 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • Associate Financial Consultant, Charles Schwab, 2019-2021
  • Financial Advisor, UBS Financial Services, 2018-2019
  • Investment Advisor, PNC Investments, 2018-2018
  • Financial Professional, AXA Advisors, 2016-2018

Education

  • BA, Investment Finance & Economics, University of South Carolina

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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