Sarah Tjelmeland Beckett, CFP®

VP - Financial Consultant

+1 720-895-8003

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 6, 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

21 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Financial Consultant, TD Ameritrade, 2019-2022
  • Financial Consultant, Charles Schwab, 2012-2015
  • Account Executive, Fidelity Investments, 2008-2012
  • Investment Representative, Fidelity Investments, 2007-2008
  • Private Client Specialist, Fidelity Investments, 2006-2007

Education

  • BS, Finance, Colorado State University

Personal interests and affiliations

  • Hickam Hurricanes Swim Club, Treasurer, 2020-2022

Standard mailing address:

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

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