Stephen Liepold, CFP®, CWS®

VP - Sr. Financial Consultant

+1 480-732-7568

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Wealth Strategist®
  • Series 7, 9, 10, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

28 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2010-present
  • Sr. Financial Consultant, Charles Schwab, 2008-2010
  • Trading Manager, Charles Schwab, 2000-2008
  • Senior Registered Representative, Charles Schwab, 1995-2000

Education

  • Bachelor of Science, Minnesota State University
  • Majors: Finance and International Business, Minors: Economics and Business Administration
  • University of Guadalajara. Guadalajara, Mexico
  • University of Minnesota - Akita. Akita, Japan

Standard mailing address:

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

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