Scott Kleinbaum, AAMS®, CFP®, CWS®

VP - Sr. Financial Consultant

+1 775-689-4201

Financial credentials

  • Accredited Asset Management Specialist℠
  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Wealth Strategist®
  • Series 7, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

20 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2007-present
  • Financial Advisor, Morgan Stanley, 2005-2007

Education

  • BA- University of California, Santa Barbara

Standard mailing address:

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

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