Richard Berry, CFP®

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 800-852-6380

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 6, 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

18 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Financial Consultant, Fidelity Investments, 2020-2022
  • Regional Vice President, Resource Securities, 2019-2019
  • Regional Wholesaler, Leader Capital, 2018-2019
  • Regional Director, LJM Partners/LJM Funds Management, 2012-2018
  • Senior Internal Wholesaler, DWS Investments, 2007-2012

Education

  • Certified Financial Planner(TM), Dalton Educational Program
  • DePaul University, Masters of Science in Finance
  • Western Illinois University, Bachelors of Business in Marketing

Personal interests and affiliations

  • Financial Planning Association
  • Knights of Columbus

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