Robert L. Swanbeck, AAMS®, CWS®

VP - Branch Manager

+1 559-447-6757

Financial credentials

  • Accredited Asset Management Specialist℠
  • Certified Wealth Strategist®
  • Series 7, 9, 10, 31, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

30 years of professional experience

  • VP - Branch Manager, Charles Schwab, 1999-present
  • Financial Advisor, Morgan Stanley Dean Witter, Fresno, 1997-1999
  • Commercial Real Estate Agent, BT Commercial, Burlingame, 1995-1997
  • Commercial Real Estate Agent, Grubb & Ellis, San Francisco, 1994-1995

Education

  • BA, Interdisciplinary Studies, University of California at Berkeley

Personal interests and affiliations

  • Fort Washington Golf & Country Club, 2000-Present
  • Fresno Rugby Club
  • U.C. Berkeley Central California Alumni Association
  • Member Fresno Athletic Hall of Fame

Standard mailing address:

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

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