Melissa Wacker, CFP®, MBA

VP - Financial Consultant

+1 520-512-5915

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Master in Business Administration
  • Series 6, 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

27 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2018-present
  • Sales Manager, Pacific Life, 2005-2018
  • Sales Associate, State Farm, 2003-2005
  • Internal Wholesaler, Pioneer Mutual Funds, 2000-2003
  • Service Associate, Tomorrow's Money, 1998-2000
  • Personal Banking Assistant, US Bank, 1996-1998

Education

  • Bachelor's of Science, University of Nebraska-Lincoln
  • MBA, University of Nebraska-Lincoln

Personal interests and affiliations

  • University of Nebraska Sales Center Advisory Board, 2016-2018

Standard mailing address:

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

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