Steven Aliano, CFP®

VP - Sr. Financial Consultant

+1 415-667-6216

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

36 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2004-present
  • Financial Advisor, Morgan Stanley, 2002-2004
  • Legal Consultant, Private and Public Sector, 1997-2003
  • Branch Manager, Transamerica Financial, 1988-1996

Education

  • JD, San Francisco Law School
  • BS, University of San Francisco

Personal interests and affiliations

  • Financial Planning Association

Standard mailing address:

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

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