Stephen Wytiaz, CFP®

Independent Branch Financial Consultant

+1 407-909-0485

Financial credentials

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

Experience

12 years of professional experience

  • Independent Branch Financial Consultant, Charles Schwab, 2020-present
  • Independent Branch Associate Financial Consultant, Charles Schwab, 2017-2020
  • Financial Consultant Academy, Charles Schwab, 2015-2017
  • Independent Branch Client Service Specialist, Charles Schwab, 2012-2015

Education

  • BA, Human Relations, High Point University
  • Financial Planning & Services Certificate, University of Miami

Personal interests and affiliations

  • Merchant Mariner Credential
  • Boy Scouts, Eagle Scout
  • NCAA Division I, Big South Conference, Baseball

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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