Matthew Lamb, CFP®, CWS®

VP - Financial Consultant

+1 505-878-1325

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Wealth Strategist®
  • Series 7, 9, 10, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

19 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2013-present
  • Relationship Manager, Charles Schwab, 2011-2013
  • Relationship Manager, TD Ameritrade, 2008-2011

Education

  • B.S. Business Administration (Finance and Accounting) - San Diego State University

Standard mailing address:

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

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