Rene Rojas, CFP®

Financial Consultant - Financial Solutions Branch

Representative for clients not served by a local Schwab branch.

+1 855-949-3725

Financial credentials

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

Experience

10 years of professional experience

  • Financial Consultant - Financial Solutions Branch, Charles Schwab, 2021-present

Education

  • BS, Finance, Arizona State University

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