Michael Lobato, CFP®

VP - Financial Consultant

+1 720-895-3405

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 66 Securities Licenses

Experience

6 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2023-present
  • Financial Consultant Partner, Charles Schwab, 2021-2023
  • Associate Financial Planner, Asset Solutions, Inc., 2019-2021
  • Financial Consultant Academy, Charles Schwab, 2018-2019

Education

  • Bachelor of Science, Business Administration and Finance, Colorado State University

Personal interests and affiliations

  • Delta Sigma Pi - Professional Business Fraternity, 2016-Present

Standard mailing address:

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

Modal can be closed by pressing Escape key.