Matt Webber, AAMS®, CFP®

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 877-472-7669

Financial credentials

  • Accredited Asset Management Specialist℠
  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 6, 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

16 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2020-present
  • Wealth Manager, USAA, 2017-2020
  • Wealth Advisor, USAA, 2014-2017
  • Financial Advisor, USAA, 2012-2014
  • Specialized Member Services, USAA, 2010-2012

Education

  • BBA, Marketing, Midwestern State University

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