Todd Elizalde, CFP®, CLU®, MBA

VP - Financial Consultant

+1 916-973-3300

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Chartered Life Underwriter®
  • Master in Business Administration
  • Series 6, 7, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

34 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2019-present
  • Sales Leader, RIA/RR, State Farm, 2005-2019
  • Sr. Financial Analyst, Cisco Systems, 1991-2004
  • Financial Analyst, Apple, 1988-1991

Education

  • Bachelors of Science, Finance, California State University, Chico
  • Master, Business Administration, California State University, San Jose

Standard mailing address:

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

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