Sam Schwartz, CFP®

VP - Branch Manager

+1 310-712-3860

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 6, 7, 9, 10, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

17 years of professional experience

  • VP - Branch Manager, Charles Schwab, 2020-present
  • VP - Branch Manager, Fidelity Investments, 2018-2020
  • VP - Branch Manager, Charles Schwab & Co., 2016-2018
  • VP - Sr. Financial Consultant, Charles Schwab & Co., 2010-2016
  • Associate Financial Consultant, Charles Schwab & Co., 2009-2010
  • Client Service Specialist, Charles Schwab & Co., 2007-2009

Education

  • The University of Florida
  • The Warrington College of Business Administration
  • With a major in Finance & minor in Entrepreneurship

Standard mailing address:

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

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