Tamara Blue, AAMS®

VP - Sr. Financial Consultant

+1 408-357-0161

Financial credentials

  • Accredited Asset Management Specialist℠
  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845


28 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 1999-present
  • Financial Advisor, Prudential Securities, 1998-1999
  • Financial Analyst, The Clorox Company, 1996-1998
  • Accountant, Del Monte Foods, 1995-1996


  • Bachelor of Science in Business Administration with Concentration in Finance
  • California State University, Hayward

Personal interests and affiliations

  • Board of Directors: Special Needs Professionals of Silicon Valley 2018-2023
  • Board of Directors: Parents Helping Parents 2020-2023
  • Financial Planners Association
  • Tamara enjoys spending time with her husband, son and dog. She cares about financial literacy and disability advocacy.

Standard mailing address:

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

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