Matthew Barros, CFP®

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 402-970-5441

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 63, 65, 66 Securities Licenses

Experience

6 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2017-present
  • VP - Financial Consultant, Charles Schwab, 2024
  • Investor Development Specialist, Charles Schwab, 2022-2023
  • New Client Development Specialist, TD Ameritrade, 2017-2022
  • NRG Media, Executive Producer, 2015-2022
  • University of Nebraska, Graduate Teaching Assistant, 2016-2017

Education

  • University of Nebraska, Bachelor of Science

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