Steven Perez, CFP®, MBA
Financial Consultant - Financial Solutions Branch
Representative for clients not served by a local Schwab branch.
+1 210-778-3464Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Master in Business Administration
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
20 years of professional experience
- Financial Consultant - Financial Solutions Branch, Charles Schwab, 2021-present
- Wealth Advisor, USAA, 2014-2021
- Financial Advisor, Allstate Financial Services, 2013-2014
- Financial Advisor, USAA, 2010-2014
- Financial Advisor, Met Life Securities, 2008-2010
- Branch Manager, Wachovia Mortgage, 2006-2008
Education
- MBA, University of the Incarnate Word
- BSBA, University of the Incarnate Word
Personal interests and affiliations