Michael Molloy, CFP®

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 800-790-4605

Financial credentials

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

Experience

20 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2017-present
  • Senior Wealth Adviser, USAA, 2010-2017
  • Financial Planner, The Vanguard Group, 2003-2010

Education

  • Bachelor of Science in Business Management-Finance, Brigham Young University-Idaho

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