Thea Lewis, CFP®, CWS®

VP - Financial Consultant

+1 949-432-3573

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Wealth Strategist®
  • Series 7, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

26 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2017-present
  • Retirement Plan Sales Consultant, American Funds, 2014-2017
  • Relationship Manager, Sierra Investment Management, 2012-2014

Education

  • BA Degree, University of Colorado at Boulder
  • CERTIFIED FINANCIAL PLANNER TM Certification Education Program, The American College

Personal interests and affiliations

  • Girl Scouts of Orange County
  • Junior League of Orange County
  • Corona del Mar High School Sailing Team, Parent Advisory Board
  • Women Investing in Security and Education (WISE)

Standard mailing address:

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

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