Nicole DiPiero, CFP®

VP - Financial Consultant

+1 412-853-1614

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 63, 65 Securities Licenses

Experience

8 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Financial Consultant Partner, Charles Schwab, 2020-2021
  • Analyst, PNC Wealth Management, 2018-2020
  • Broker, Charles Schwab, 2016-2018

Education

  • BA, Finance, Penn State Smeal College of Business
  • Certified Financial Planning Education Requirement, Boston University

Personal interests and affiliations

  • Junior Achievement of Western PA, Young Professional Board Member
  • Penn State - Smeal Alumni Association, Board Member
  • Women's Leadership Council
  • Financial Planning Association (FPA)

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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