Zac Falconer

VP - Financial Consultant

+1 616-464-1244

Financial credentials

  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

9 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2017-present
  • Associate Financial Consultant, Charles Schwab, 2017-2017
  • Financial Consultant Academy Cohort, Charles Schwab, 2015-2017

Education

  • BS, Technological Entrepreneurship and Management, Arizona State University School of Engineering

Personal interests and affiliations

  • US Green Building Council - Arizona Chapter
  • Arizona State University Lean Six Sigma, Green Belt

Standard mailing address:

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

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