Sarah Hessler, CFP®

Independent Branch Financial Consultant

+1 406-219-0836

Financial credentials

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

Experience

16 years of professional experience

  • Independent Branch Financial Consultant, Charles Schwab, 2019-present
  • VP, Wealth Management Operations Liaison, DA Davidson & Co, 2015-2019
  • Director of Administration, Davidson Investment Advisors, 2013-2015
  • Registered Sr Executive Assistant, Davidson Investment Advisors, 2010-2013

Education

  • BA, Rocky Mountain College

Personal interests and affiliations

  • Journey Church, Music Leader

Standard mailing address:

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

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