Megan Echele, CFA®, CFP®

VP - Financial Consultant

+1 425-776-1676

Financial credentials

  • Chartered Financial Analyst®
  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

7 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2020-present
  • Associate Financial Consultant, Charles Schwab, 2019-2020
  • Financial Services Professional, Charles Schwab, 2017-2019

Education

  • BS, Financial Planning, Missouri 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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