Sean Riley, CFP®
VP - Financial Consultant
Representative for clients not served by a local Schwab branch.
+1 877-771-2129Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
13 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Financial Consultant, Charles Schwab, 2020-2024
- Wealth Manager, USAA, 2018-2020
- Wealth Advisor, USAA, 2016-2018
- Financial Advisor, USAA, 2013-2016
- Investment Solutions Representative, Fidelity Investments, 2011-2013
Education
- BBA, Management, The University of Texas at Arlington
- MLS, Wealth Management, Texas A&M University
Personal interests and affiliations
- Midlothian Soccer Association, Youth Soccer Coach
- Midlothian Basketball League, Youth Basketball Coach