Tyler Amos, CFP®, CRPC®

VP - Sr. Financial Consultant

+1 330-835-5336

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Chartered Retirement Planning Counselor℠
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

21 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2015-present
  • Financial Consultant, Schwab Retirement Plan Services, 2011-2015
  • Relationship Manager, Schwab Retirement Plan Services, 2002-2011

Education

  • BA, Baldwin Wallace College

Personal interests and affiliations

  • Board Member and Vice-President: Finance Advisory Board at The University of Akron
  • President: Akron Tax and Estate Planning Council
  • Member: Professional Advisor Council at Akron Community Foundation

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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