Sarah Stanley, CFP®

VP - Financial Consultant

+1 412-297-4294

Financial credentials

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

Experience

4 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2025-present
  • Investment Consultant, Charles Schwab, 2023-2025
  • Financial Consultant Academy, Charles Schwab, 2021-2023

Education

  • The Ohio State University - Master of Science in Finance
  • The Ohio State University - Bachelor of Science in Business Administration: Finance and Real Estate

Personal interests and affiliations

  • Financial Planning Association (FPA)

Standard mailing address:

Charles Schwab & Co, Inc
Omaha Operation Center
P.O. Box 2339
Omaha, NE 68103

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