Sarah Jo Brockhouse, CFP®, CRPC®

VP - Assistant Branch Manager

+1 346-574-8899

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Chartered Retirement Planning Counselor℠
  • Series 6, 7, 9, 10, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

18 years of professional experience

  • VP - Assistant Branch Manager, Charles Schwab, 2023-present
  • Director, Virtual Education and Advice, Fidelity Investments, 2021-2023
  • Regional Consultant, Fidelity Investments, 2015-2021
  • Sr Investment Education Consultant, Fidelity Investments, 2006-2015
  • Workplace Customer Service Representative, Fidelity Investments, 2005-2006

Education

  • Wharton School of Executive Education; Client Psychology
  • Arlington Baptist College, B.S. Theological Studies

Standard mailing address:

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

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