Thomas E. Erffmeyer, CFP®

VP - Financial Consultant

+1 847-706-4073

Financial credentials

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

Experience

22 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2016-present
  • Vice President, PNC Wealth Management, 2012-2016
  • Vice President, Banker, JPMorgan Wealth Management, 2010-2011
  • Financial Consultant, RBC Wealth Management, 2002-2010

Education

  • PhD. Communication, Northwestern University
  • MA. Radio-TV-Film, Northwestern University
  • BA. History, Northwestern University
  • Certified Financial Planning Certificate, College for Financial Planning

Personal interests and affiliations

  • Luminarts Cultural Foundation, Former Treasurer and First VP 2008-2017
  • Union League Boys & Girls Clubs Foundation, Former Trustee 2008-2017
  • American Saddlebred Museum, Past President 2012-2015
  • Board of Directors, Pembroke Welsh Corgi Club of America, 2023-present

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

Modal can be closed by pressing Escape key.