Reid Greenspan, CFP®

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 800-880-9216

Financial credentials

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

Experience

14 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2020-present
  • Wealth Manager, USAA, 2010-2020
  • Personal Banker, Wells Fargo, 2004-2010

Education

  • BS, Finance and Economics, Grand Canyon University

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