Steve Wight, CFP®, CRPC®

VP - Financial Consultant

+1 949-224-8042

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Chartered Retirement Planning Counselor℠
  • Series 7, 9, 10, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

23 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Private Client Investment Consultant, TD Ameritrade, 2015-2022
  • Investment Consultant, TD Ameritrade, 2004-2015
  • Registered Representative, TD Waterhouse, 2000-2004

Education

  • BA, Economic Theory, Assumption College
  • Personal Financial Planning Certificate Program, University of California-Irvine

Standard mailing address:

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

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