Matt Smith, CFP®

VP - Financial Consultant

+1 415-667-1090

Financial credentials

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

Experience

10 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2020-present
  • Associate FInancial Consultant, Charles Schwab, 2018-2020
  • Client Relationship Specialist, Charles Schwab, 2017-2018
  • Trading Specialist - High Net Worth Representative, Charles Schwab, 2014-2017
  • Registered Representative, Charles Schwab, 2013-2014

Education

  • BS Business Administration, Finance, Northern Arizona University

Standard mailing address:

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

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