Swati Kumar, CFP®

Financial Consultant - Financial Solutions Branch

Representative for clients not served by a local Schwab branch.

+1 833-844-0071

Financial credentials

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

Experience

4 years of professional experience

  • Financial Consultant - Financial Solutions Branch, Charles Schwab, 2022-present
  • Investment Consultant, Charles Schwab, 2020-2022
  • Financial Consultant Academy, Charles Schwwab, 2018-2020

Education

  • Purdue University
  • B.S, Accounting w/ concentration in Finance
  • Certificate in Entrepreneurship & Innovation

Modal can be closed by pressing Escape key.