Victoria De Paolo, AAMS®, CFP®, CWS®

VP - Financial Consultant

+1 914-722-6237

Financial credentials

  • Accredited Asset Management Specialist℠
  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Wealth Strategist®
  • Series 4, 7, 24, 55, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

40 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2014-present
  • Associate Financial Consultant, Charles Schwab, 2012-2014
  • Partner/Consultant, KellnerDileo, 1983-2012

Education

  • BA, Business, Economics, Hunter College

Personal interests and affiliations

  • Certified Financial Planner - Member
  • Professional Women of Westchester- Member
  • St Judes Childrens Hospital- Event Volunteer
  • Certified Wealth Strategist- Member

Standard mailing address:

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

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