Ryan Bernard, CFP®

VP - Financial Consultant

+1 720-895-3408

Financial credentials

  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License


11 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2019-present
  • Insurance Broker, McNerney Management Group, 2013-2015
  • Specialist, High Net Worth Rep, Charles Schwab, 2015-2017
  • Financial Consultant Partner, Charles Schwab, 2017-2019


  • BS Degree in Corporate Finance and Investment Analysis From Colorado State University
  • BA Degree in Economics From Colorado State University

Personal interests and affiliations

  • Senator for the College of Business for Associated Students Colorado State University, 2013-2014
  • Director of Finance Sigma Phi Epsilon Fraternity, 2013-2014
  • Board of Student Organization Funding member, 2014-2015
  • Deputy Director of Marketing for Associated Students Colorado State University, 2014-2015

Standard mailing address:

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

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