Sebastian Lopez, CFP®

VP - Financial Consultant

+1 808-532-9787

Financial credentials

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

Experience

6 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2020-present
  • Associate - Financial Consultant, Charles Schwab, 2019-2020
  • Investment Consultant, Charles Schwab, 2018-2019
  • Registered Representative, Charles Schwab, 2017-2018

Education

  • BS, Accountancy, Arizona State University
  • Certificate in Financial Planning, New York University
  • Certificate in International Business, University of Economics, Prague

Personal interests and affiliations

  • Boys & Girls Club of Hawaii, Volunteer
  • Feed My Starving Children, Volunteer

Standard mailing address:

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

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