Samuel Sherman, CFP®

VP - Branch Manager

+1 916-789-2110

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 9, 10, 63, 65, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

15 years of professional experience

  • VP - Branch Manager, Charles Schwab, 2023-present
  • Assistant Branch Manager, Charles Schwab, 2022-2023
  • Financial Consultant, TD Ameritrade, 2018-2022
  • Financial Solutions Advisor, Merrill Lynch, 2016-2018
  • Regional Bank Private Banker, Wells Fargo, 2014-2016
  • District Manager, Wells Fargo, 2008-2013

Education

  • BA in Business Administration, University of Washington

Standard mailing address:

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

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