Scott Martinez, CWS®

VP - Sr. Financial Consultant

+1 925-824-0978

Financial credentials

  • Certified Wealth Strategist®
  • Series 6, 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

18 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2011-present
  • Private Banker/Financial Consultant, Wells Fargo Advisors/Wachovia Securities, 2008-2011
  • Account Executive, Accredited Home Lenders, 2006-2008

Education

  • Bachelors of Science in Economics and Business Administration
  • Minor in Communications
  • Saint Mary's College of California

Personal interests and affiliations

  • Livermore Fusion Soccer Club Assistant Coach 2022
  • Livermore Granada Little League Baseball Coach 2021

Standard mailing address:

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

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