Peggy Faulk, CFP®, MBA

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 855-647-2053

Financial credentials

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

Experience

24 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2020-present
  • Associate Financial Consultant, Charles Schwab & Co., Inc., 2018-2019
  • Registered Representative, Charles Schwab & Co., Inc., 2017-2018
  • Technology Manager, Latin America, Chevron Corp., 2005-2016
  • Manager, Grant Coordination, Harris County, 2002-2005
  • Owner, General Oil Corp., 1994-2002

Education

  • BS Civil Engineering, University of Nebraska at Omaha
  • MBA, Rice University, Houston, TX

Personal interests and affiliations

  • Soroptimist International
  • Financial Planning Association
  • Jones Partners Board Member 2015-2018
  • City Council Member/Mayor Pro Tem - City of Bellaire, TX 2004-2009

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