Sean Reeves, AAMS®, CFP®, MBA

VP - Sr. Financial Consultant

+1 949-955-4082

Financial credentials

  • Accredited Asset Management Specialist℠
  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Master in Business Administration
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

26 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2007-present
  • Associate, Chamberlain Consulting, 2000-2006
  • Retirement Consultant, Mercer, 1997-2000

Education

  • MBA, Pepperdine University
  • BA, Economics, University of California Santa Cruz

Personal interests and affiliations

  • Second Harvest Food Bank of Orange County Volunteer

Standard mailing address:

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

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