Matt Sattler, CFP®

VP - Financial Consultant

+1 415-945-6441

Financial credentials

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

Experience

7 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2024-present
  • Financial Advisor, Edward Jones, 2017-2021
  • Investment Consultant, Charles Schwab, 2021-2024

Education

  • BS, Financial Management, Cal Poly State University (SLO)

Standard mailing address:

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

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