Sean Riley, CFP®

Financial Consultant - Financial Solutions Branch

Representative for clients not served by a local Schwab branch.

+1 877-771-2129

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

12 years of professional experience

  • Financial Consultant - Financial Solutions Branch, Charles Schwab, 2020-present
  • Wealth Manager, USAA, 2018-2020
  • Wealth Advisor, USAA, 2016-2018
  • Financial Advisor, USAA, 2013-2016
  • Investment Solutions Representative, Fidelity Investments, 2012-2013
  • Financial Representative, Fidelity Investments, 2011-2012

Education

  • BBA, Management, The University of Texas at Arlington
  • MLS, Wealth Management, Texas A&M University

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