Robert Targosz, CFP®

VP - Financial Consultant

+1 480-315-1670

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 9, 10, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

9 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • Financial Consultant Partner, Charles Schwab, 2019-2021
  • Trading Services Specialist, Charles Schwab, 2017-2019
  • Insurance & Financial Services Representative, State Farm, 2015-2017

Education

  • University of Illinois at Chicago, Bachelor of Arts in Political Science
  • Northwestern University, Graduate Certificate in Financial Planning

Personal interests and affiliations

  • Boys & Girls Club of Greater Scottsdale
  • Arizona Trail Association
  • Rocky Mountain Elk Foundation

Standard mailing address:

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

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