Rhett J. Savitch, CFP®

VP - Financial Consultant

+1 949-955-4093

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 3, 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

20 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2014-present
  • Investment Associate, UBS Financial Services, 2003-2014

Education

  • BA, Economics, University of California at Irvine
  • Minor, Information and Computer Sciences, University of California at Irvine

Standard mailing address:

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

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