Rich Kahan, CFP®, MBA

VP - Financial Consultant

+1 415-263-4361

Financial credentials

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

Experience

19 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2010-present
  • Analyst, Visa, 2009-2010
  • Trader, C.E. Unterberg, Towbin, 2004-2006

Education

  • MBA, San Francisco State
  • BS, Syracuse University

Standard mailing address:

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

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