Todd M. Caldwell, CFP®, CFS®

VP - Financial Consultant

+1 503-721-2422

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Fund Specialist®
  • Series 7, 9, 10, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

30 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 1999-present
  • Investment Specialist, Key Investments, 1999
  • Investment Specialist, Bank of America Investment Services, 1998
  • Investment Specialist, Great Western Financial Securities, 1994-1997

Education

  • BA, Economics, San Diego State University, 1992
  • Institute of Business & Finance, 1995
  • University of Portland, Executive Certificate in Financial Planning, 2007

Personal interests and affiliations

  • Rotary Club of North Clackamas Sunrise, 2002 to Present
  • Rotary Club of North Clackamas Sunrise, Past President 2005-2006
  • Financial Planning Association of Oregon and SW Washington

Standard mailing address:

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

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