Todd Chansley, CFP®

Financial Consultant - Financial Solutions Branch

+1 866-999-2681

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 6, 7, 24, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

26 years of professional experience

  • Financial Consultant - Financial Solutions Branch, Charles Schwab, 2024-present
  • Agent, PruCo, 1999-1999
  • Relationship Manager, USAA, 1999-2020
  • Manager Investment Consultant, Charles Schwab & Co., 2020-2024

Education

  • Master Planner Advanced Studies (MPAS), College for Financial Planning
  • BA, General Business, University of Texas - San Antonio

Personal interests and affiliations

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