Zach Aumage, CFP®, CWS®

VP - Financial Consultant

+1 770-988-2739

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Wealth Strategist®
  • Series 7, 9, 10, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

15 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2019-present
  • Private Client Advisor, Schwab Private Client Investment Advisory, Inc., 2015-2019
  • Associate Private Client Advisor, Schwab Private Client Investment Advisory, Inc., 2014-2015
  • Specialist- High Net Worth Rep, Charles Schwab & Co., Inc, 2011-2014
  • Sr. Administrator- Client Banking Services, Charles Schwab & Co., Inc, 2009-2011

Education

  • BS, Indiana University
  • Kelley School of Business

Standard mailing address:

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

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