Michael Fonville, AAMS®, CFP®

VP - Financial Consultant

+1 949-955-4092

Financial credentials

  • Accredited Asset Management Specialist℠
  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 9, 10, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

6 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2023-present
  • Sr. Financial Consultant Partner, Charles Schwab, 2022-2023
  • Financial Consultant Partner, Charles Schwab, 2021-2022
  • Client Relationship Specialist, Charles Schwab, 2020-2021
  • Financial Services Professional, Charles Schwab, 2018-2020
  • Intern, Charles Schwab, 2015-2015

Education

  • BA, Interdisciplinary Studies, Arizona 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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