Steven Perez, CFP®, MBA

Financial Consultant - Financial Solutions Branch

Representative for clients not served by a local Schwab branch.

+1 210-778-3464

Financial credentials

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

Experience

19 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

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