Tony Lopez, CFP®

VP - Branch Manager

Representative for clients not served by a local Schwab branch.

+1 210-290-6992

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 6, 7, 9, 10, 24, 51, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

24 years of professional experience

  • VP - Branch Manager, Charles Schwab, 2021-present
  • Assistant Branch Manager, Charles Schwab, 2020-2021
  • Senior Manager, Wealth Management, USAA, 2018-2020
  • Manager, USAA Investment Management Company, USAA, 2008-2018
  • Instructor, USAA Investment Management Company, USAA, 2006-2008
  • Financial Advisor, USAA Investment Management Company, USAA, 1999-2006

Education

  • BA, Interdisciplinary Studies, University of Texas at San Antonio

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