Steven Krikac, AAMS®, AWMA®, CFP®

VP - Financial Consultant

+1 707-569-7809

Financial credentials

  • Accredited Asset Management Specialist℠
  • Accredited Wealth Management Advisor℠
  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

20 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2019-present
  • Citigold RM, Citibank, 2018-2019
  • Private Banker, Wells Fargo, 2013-2018
  • Branch Manager, Citibank, 2010-2013
  • Licensed Personal Banker, Wells Fargo, 2007-2010
  • Personal Banker, Citibank, 2004-2007

Education

  • BA, Economics, UC Santa Barbara

Standard mailing address:

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

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