Vp - Financial Consultant
CurrentIn my role as a Schwab Financial Consultant, I'm dedicated to helping Schwab clients achieve their financial goals. I work closely with Schwab clients and provide them with guidance on retirement or education expense planning, portfolio reviews and finding investments geared towards their individual needs. I am committed to making sure that each Schwab client's relationship is customized to help address his or her unique needs by partnering with specialists and utilizing investing insights available at Schwab.Representatives may only conduct business with residents of the states for which they are properly licensed. Account specific questions and order requests cannot be addressed in this forum, please call us at 1-800-435-4000. Content posted on Schwab social media by third-parties is not adopted or endorsed by Schwab, and does not represent Schwab viewpoints. Testimonials should not be provided by investment advisory clients as they relate to advisory employees, products or services. Any 3rd party testimonials that are provided may not be representative of the experience of clients and is not a guarantee of future performance or success. Schwab reserves the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. This page and updates are for U.S. residents only.For other important information and disclosures please visit: http://www.aboutschwab.com/social-media-at-schwab Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value
