Sarah Gadwa, CFP®

Financial Consultant - Financial Solutions Branch

+1 833-546-1739

Financial credentials

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

Experience

12 years of professional experience

  • Financial Consultant - Financial Solutions Branch, Charles Schwab, 2024-present
  • Associate Portfolio Consultant, Schwab Private Client, 2016-2017
  • Relationship Specialist, Charles Schwab & Co., Inc., 2014-2016
  • Senior Administrator, Charles Schwab & Co., Inc., 2013-2014
  • Investment Consultant, Charles Schwab & Co., Inc., 2017-2024

Education

  • BA., Economics, University of Virginia

Personal interests and affiliations

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