Paul Roberts, CFP®, CLU®, MBA
VP - Financial Consultant
Representative for clients not served by a local Schwab branch.
+1 480-304-0576Financial 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 - 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