Paul Roberts, CFP®, CLU®, MBA

VP - 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

19 years of professional experience

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

Education

  • Masters of Business Administration - Webster University
  • Business Management - University of Phoenix
  • Captains Career Course Human Resources - US Army

Personal interests and affiliations

  • Junior Achievement of Arizona, Volunteer Teacher

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