Monica Yassear, CFP®

VP - Financial Consultant

+1 916-724-2568

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

7 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Senior Financial Consultant, TD Ameritrade, 2017-2022
  • Business Development Specialist, TD Ameritrade, 2016-2017
  • Financial Representative, Northwestern Mutual, 2015-2016

Education

  • Bachelor of Science, Pscyhology, University of California, San Diego

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.