Wesley Knowlton, CFP®
Financial credentials
- CERTIFIED FINANCIAL PLANNER® Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
2 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2026-present
- Investment Apprentice, Charles Schwab, 2023-2025
- Investment Consultant, Charles Schwab, 2025-2026
Education
- BS, Finance, Arizona State University
- BS, Business Entrepreneurship, Arizona State University