William McGowan, CFP®

VP - Financial Consultant

+1 858-523-2452

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

5 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Associate Financial Consultant, Charles Schwab, 2021-2022
  • Investment Consultant, Charles Schwab, 2020-2021
  • High Net Worth Specialist, Charles Schwab, 2020-2020
  • Licensed Broker, Charles Schwab, 2019-2020
  • Service Representative, Charles Schwab, 2019-2019

Education

  • BS, Finance, Indiana University Kelley School of Business

Personal interests and affiliations

  • Financial Planning Association

Standard mailing address:

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

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