Raul Guerrero, CFP®, CWS®

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 866-345-4662

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Wealth Strategist®
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

19 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2020-present
  • Wealth Manager, USAA, 2017-2020
  • Wealth Advisor, USAA, 2014-2017
  • Financial Advisor, USAA, 2012-2014
  • Senior Solutions Retirement Advisor, USAA, 2009-2012
  • Life Insurance Representative, USAA, 2007-2009

Education

  • Masters of Science, Personal Financial Planning, College for Financial Planning
  • Bachelor of Science, Business Administration Finance, University of The Incarnate Word

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