Sep 2024 - Present
AeroLeads people directory · profile
Bernardo A. Chávez, Abfp™ Email & Phone Number
Chief Executive Officer
at
Stoic Technologies
1 work email found
@schwab.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Chief Executive Officer
Location
San Diego, California, United States
Company size
Who is Bernardo A. Chávez, Abfp™? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Bernardo A. Chávez, Abfp™ is listed as Chief Executive Officer at Stoic Technologies, a with 3 employees, based in San Diego, California, United States. AeroLeads shows a work email signal at schwab.com and a matched LinkedIn profile for Bernardo A. Chávez, Abfp™.
Bernardo A. Chávez, Abfp™ previously worked as Senior Wealth Advisor at Financial Sense® Wealth Management and VP - Financial Consultant at Charles Schwab. Bernardo A. Chávez, Abfp™ holds Executive Mba - Finance from University Of California, San Diego - Rady School Of Management.
Company email context
Email format at Stoic Technologies
This section adds company-level context without repeating Bernardo A. Chávez, Abfp™'s masked contact details.
*@schwab.com
68% confidence
AeroLeads found 1 current-domain work email signal for Bernardo A. Chávez, Abfp™. Compare company email patterns before reaching out.
Profile bio
About Bernardo A. Chávez, Abfp™
Senior wealth advisor with over 15 years of experience in the financial services industry. My core competencies include financial planning, investment management, portfolio analysis, risk assessment, and client relationship building. I leverage these skills to deliver tailored and comprehensive solutions that help my clients achieve their financial goals and investment success. As a wealth manager, I champion my clients financial goals through a disciplined and pragmatic approach to wealth management and investment coaching. I also partner with an extensive network of professional such as CPAs, attorneys, and trust officers, to ensure that my clients receive the best possible service and support for their complex and evolving needs.Passionate about helping my clients achieve financial success and firm believer that “he profits most who serves best.”
Listed skills include Strategy, Asset Allocation, Investments, Wealth Management Services, and 4 others.
Current workplace
Bernardo A. Chávez, Abfp™'s current company
Company context helps verify the profile and gives searchers a useful next step.
Stoic Technologies
6 roles
Bernardo A. Chávez, Abfp™ work experience
A career timeline built from the work history available for this profile.
Senior Wealth Advisor
Apr 2024 - Aug 2024
Vp - Financial Consultant
Jan 2020 - Jan 2024
Associate Financial Consultant
Nov 2017 - Jan 2020
Financial Services Professional
Feb 2016 - Nov 2017
Relationship Banker
Jan 2015 - Jan 2016
3 education records
Bernardo A. Chávez, Abfp™ education
Executive Mba - Finance
University Of California, San Diego - Rady School Of Management
Financial Planning Certificate Program
Depaul Driehaus College Of Business
Bachelor Of Science (B.S.), Finance
The University Of Texas At El Paso
FAQ
Frequently asked questions about Bernardo A. Chávez, Abfp™
Quick answers generated from the profile data available on this page.
What company does Bernardo A. Chávez, Abfp™ work for?
Bernardo A. Chávez, Abfp™ works for Stoic Technologies.
What is Bernardo A. Chávez, Abfp™'s role at Stoic Technologies?
Bernardo A. Chávez, Abfp™ is listed as Chief Executive Officer at Stoic Technologies.
What is Bernardo A. Chávez, Abfp™'s email address?
AeroLeads has found 1 work email signal at @schwab.com for Bernardo A. Chávez, Abfp™ at Stoic Technologies.
Where is Bernardo A. Chávez, Abfp™ based?
Bernardo A. Chávez, Abfp™ is based in San Diego, California, United States while working with Stoic Technologies.
What companies has Bernardo A. Chávez, Abfp™ worked for?
Bernardo A. Chávez, Abfp™ has worked for Stoic Technologies, Financial Sense® Wealth Management, Charles Schwab, and Capital One.
How can I contact Bernardo A. Chávez, Abfp™?
You can use AeroLeads to view verified contact signals for Bernardo A. Chávez, Abfp™ at Stoic Technologies, including work email, phone, and LinkedIn data when available.
What schools did Bernardo A. Chávez, Abfp™ attend?
Bernardo A. Chávez, Abfp™ holds Executive Mba - Finance from University Of California, San Diego - Rady School Of Management.
What skills is Bernardo A. Chávez, Abfp™ known for?
Bernardo A. Chávez, Abfp™ is listed with skills including Strategy, Asset Allocation, Investments, Wealth Management Services, Wealth Management, Financial Services, Portfolio Management, and Financial Advisory.
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