Matt Walker, CFP®, CPWA®, CWS®

VP - Sr. Financial Consultant

+1 415-945-6429

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Private Wealth Advisor®
  • Certified Wealth Strategist®
  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

24 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2025-present
  • VP - Financial Consultant, Charles Schwab & Co Inc., 2008-2024
  • VP Fixed Income Sales, HSBC Securities, 2004-2006
  • AD Fixed Income Sales, UBS, 2001-2004

Education

  • BA, Economics, Dartmouth College

Personal interests and affiliations

    Standard mailing address:

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

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