Mike Caplice, CFP®, MBA

VP - Financial Consultant

+1 602-553-0926

Financial credentials

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

Experience

8 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2019-present
  • Associate Financial Consultant, Charles Schwab, 2018-2019
  • Financial Adviser, Merrill Lynch, 2015-2018
  • Infantry Officer, US Army, 2004-2010

Education

  • MBA, Thunderbird School of Global Management
  • BA, Bentley University

Standard mailing address:

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

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