Viren Kanyal, CFP®, CWS®, MSF

VP - Sr. Financial Consultant

+1 650-917-5668

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Wealth Strategist®
  • Master of Science in Finance
  • Series 7, 9, 10, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

18 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2007-present
  • Financial Consultant Associate, Wells Fargo, 2005-2007
  • Financial Consultant, American Express, 2004-2005

Education

  • Bachelor Arts-Public administration
  • CWS- Certified Wealth Strategist
  • Executive certificate in Financial Planning-Leavey School of business , Santa Clara University
  • MSc -Finance University of Aberdeen

Personal interests and affiliations

  • City of Mountain View mediation- 2004-2006

Standard mailing address:

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

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