Paul Roberts, CFP®, CLU®, MBA

VP - Sr. Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 480-304-0576

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Chartered Life Underwriter®
  • Master in Business Administration
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

20 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2020-present
  • Senior Wealth Manager, USAA, 2011-2020
  • Senior Human Resource Officer, US Army Reserves, 2010-2025
  • National Bank Examiner, Office of the Comptroller of the Currency, 2009-2011
  • Licensed Banker, Wells Fargo, 2004-2009
  • Psychological Operations Specialist, US Army Reserves, 2006-2010

Education

  • Masters of Business Administration - Webster University
  • Business Management - University of Phoenix
  • Command and General Staff Offices Course - US Army
  • Captains Career Course Human Resources - US Army

Personal interests and affiliations

  • Junior Achievement of Arizona, Volunteer Teacher
  • AZ Youth Pickleball Club

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