Rachel Nelliot, CFP®

VP - Financial Consultant

+1 415-652-7670

Financial credentials

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

Experience

3 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2025-present
  • Investment Consultant, Charles Schwab, 2024-2024
  • Senior Wealth Planning Associate, Janney Montgomery Scott, LLC, 2022-2024

Education

  • BA, Business Studies, University of Liverpool

Personal interests and affiliations

    Standard mailing address:

    Charles Schwab & Co, Inc
    El paso Operation Center
    P.O. Box 982600
    El Paso, TX 79998

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