Shane Lunneborg, CFP®

VP - Branch Manager

+1 949-432-3585

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 9, 10, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

12 years of professional experience

  • VP - Branch Manager, Charles Schwab, 2022-present
  • VP - Assistant Branch Manager (Newport Beach), Charles Schwab, 2021-2022
  • Senior Regional Manager, Schwab Private Client Investment Advisory, 2019-2021
  • VP - Assistant Branch Manager (National Branch), Charles Schwab, 2017-2019
  • Team Manager - Investor Development Team, Charles Schwab, 2016-2017
  • Investment Consultant, Charles Schwab, 2013-2016

Education

  • BA, Business, Arizona State University

Personal interests and affiliations

  • Schwab Military Veteran's Network, Co-Chair

Standard mailing address:

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

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