Samuel Shreve, CFP®

Financial Consultant - Financial Solutions Branch

Representative for clients not served by a local Schwab branch.

+1 877-326-9397

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

10 years of professional experience

  • Financial Consultant - Financial Solutions Branch, Charles Schwab, 2020-present
  • Wealth Manager, USAA, 2019-2020
  • Wealth Advisor, USAA, 2018-2019
  • Financial Advisor, USAA, 2017-2018
  • Specialized Member Services, USAA, 2016-2017
  • Associate Planner, Lowell Wealth Management, 2014-2016

Education

  • BS, Personal Financial Planning, Texas Tech University

Personal interests and affiliations

  • Financial Planning Association of San Antonio and South Texas, Pro Bono Director, 2020-2021
  • Financial Planning Association of San Antonio and South Texas, member and volunteer, 2018-present

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