Joseph Reyes

Senior Financial Planning Specialist

Certified Financial Planner (CFP®);

Asset Management Specialist (SM);

Certified Trust and Financial Advisor;

Certified Wealth Strategist®;

Series 6, 7, 9, 10, 63, 65 Securities Licenses;

Life and Variable Annuity Insurance License

Joseph is a senior financial planning specialist for Charles Schwab. He has more than 20 years of experience working in financial services since 2002. In addition to investment management and comprehensive financial planning, he specializes in estate planning, navigating Social Security and Medicare, insurance, and complex pension plans. He holds a Bachelor’s of Science degree in global business from Arizona State University and a certificate in financial planning from the Metropolitan College of Denver.

Joseph Reyes

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