Stephen Smith, AAMS®, CFP®

VP - Financial Consultant

+1 949-718-4967

Financial credentials

  • Accredited Asset Management Specialist℠
  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

14 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2017-present
  • Associate Financial Consultant, Charles Schwab, 2013-2016
  • Associate - Brokerage Services, Charles Schwab, 2009-2013

Education

  • San Diego State University
  • Business Administration (Finance)

Standard mailing address:

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

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