Reza Abcari, CFP®, MSF

VP - Financial Consultant

+1 510-986-6046

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Master of Science in Finance
  • Series 7, 65, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

24 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • Associate Financial Consultant, Charles Schwab, 2020-2021
  • Client Relation Specialist, Charles Schwab, 2019-2020
  • Director of Operations, The Entrust Group, 2015-2018
  • Senior Syndicate Manager-Trading Operations, Charles Schwab, 2004-2015

Education

  • M.S. Financial Analysis & Investment Management, St. Mary's College of California
  • B.S. Chemistry, University of British Columbia, Vancouver B.C, Canada

Standard mailing address:

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

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