Ruchita Trivedi, CFP®

VP - Financial Consultant

+1 626-304-3824

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 66 Securities Licenses

Experience

16 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Investment Consultant, TD Ameritrade Inc., 2020-2022
  • Client Service Specialist, TD Ameritrade Inc., 2017-2020
  • Exempt Non Officer, Credit Suisse AG, 2014-2016
  • Sr. Operations Analyst, JP Morgan Asset Management, 2009-2014

Education

  • Personal Financial Planning Certificate, UCLA Extension
  • M.B.A (Finance), Thakur Institute of Management Studies and Research

Personal interests and affiliations

    Standard mailing address:

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

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