Matthew Roth

VP - Financial Consultant

+1 800-454-4492

Financial credentials

  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

2 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2025-present
  • Investment Consultant, Charles Schwab, 2024-2025
  • Financial Consultant Academy Professional, Charles Schwab, 2023-2024
  • Real Estate Valuation Analyst, Clear Capital, 2021-2023
  • Financial Intern, Northwestern Mutual, 2021-2021
  • Golf Service Attendant, Cordevalle, 2017-2021

Education

  • Bachelors of Science, Finance, University of Nevada Reno
  • Associate of Arts, Business Administration, Gavilan College

Personal interests and affiliations

  • Business Student Council, Alumni Chair, 2021-2022

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