Tricia M. Preston, AAMS®, CFP®, CWS®, MPAS®

VP - Sr. Financial Consultant

+1 713-439-1659

Financial credentials

  • Accredited Asset Management Specialist℠
  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Wealth Strategist®
  • Master Planner Advanced Studies℠
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

21 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2007-present
  • Financial Advisor, Ameriprise Financial, 2002-2007

Education

  • BA, Psychology and Business, Kent State University
  • MSPFP, Master of Science, Personal Financial Planning

Personal interests and affiliations

  • Boys and Girls Club of Greater Houston, 2014-present
  • West Houston Assistance Ministries-WHAM 2014-present
  • Houston Pets Alive 2023-present

Standard mailing address:

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

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