Jacob Torres, Cfp® Chfc®

Jacob Torres, Cfp® Chfc® Email and Phone Number

Wealth Advisor @ Financial Dynamics
Denver, CO, US
Jacob Torres, Cfp® Chfc®'s Location
Spokane, Washington, United States, United States
Jacob Torres, Cfp® Chfc®'s Contact Details

Jacob Torres, Cfp® Chfc® work email

Jacob Torres, Cfp® Chfc® personal email

n/a
About Jacob Torres, Cfp® Chfc®

As a Schwab VP - Branch Manager, I lead a team of Financial Consultants focused on helping you create a better financial life. At Schwab, we are committed to providing advice unique to your situation that is clear, relevant, and actionable, and we’ll work hard to find solutions and strategies that are right for you.We can assist you with:• Wealth management• Investing• Portfolio analysis• College planning • And moreAnd you’ll benefit from Schwab’s modern approach to wealth management – one that is all about transparency, value, and helping you take ownership of your finances.The best results come from being fully engaged: Let’s work together to make a difference in your financial future. To start the conversation, call me at 509-835-3890 or email me at: jacob.torres@schwab.com.

Jacob Torres, Cfp® Chfc®'s Current Company Details
Financial Dynamics

Financial Dynamics

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Wealth Advisor
Denver, CO, US
Website:
schwab.com
Employees:
20505
Jacob Torres, Cfp® Chfc® Work Experience Details
  • Financial Dynamics
    Wealth Advisor
    Financial Dynamics
    Denver, Co, Us
    View
  • Charles Schwab
    Vp - Branch Manager
    Charles Schwab Nov 2022 - Present
    Spokane, Washington, United States
    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 © 2017 Charles Schwab Corporation, All rights reserved. Unauthorized access is prohibited. BROKERAGE PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE
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  • Charles Schwab
    Assistant Branch Manager
    Charles Schwab Apr 2021 - Present
    Boise, Idaho, United States
    View
  • Charles Schwab
    Associate Financial Consultant
    Charles Schwab Feb 2019 - Apr 2021
    Boise, Idaho Area
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  • Charles Schwab
    Financial Consultant Academy
    Charles Schwab Jul 2017 - Jan 2019
    Lone Tree, Colorado
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  • Charles Schwab
    International Product Management Intern
    Charles Schwab Jun 2016 - Aug 2016
    Lone Tree, Colorado
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  • University Of Colorado Boulder
    Student Intern
    University Of Colorado Boulder Aug 2015 - Jan 2016
    Leeds School Of Business
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  • University Of Colorado Boulder
    Student Assistant
    University Of Colorado Boulder Aug 2013 - Jan 2016
    Government Informations Library
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  • Us-Brazil Connect
    Fellow
    Us-Brazil Connect Mar 2015 - Sep 2015
    Maceio, Alagoas, Brazil
    View

Jacob Torres, Cfp® Chfc® Skills

Leadership Public Speaking Management Teamwork Sales Microsoft Excel Microsoft Office Microsoft Word Powerpoint Customer Service Event Planning Time Management Research Training Photoshop Social Media Social Networking Product Management Microsoft Powerpoint Wealth Management Small Business Retirement Plans Investments

Jacob Torres, Cfp® Chfc® Education Details

Frequently Asked Questions about Jacob Torres, Cfp® Chfc®

What company does Jacob Torres, Cfp® Chfc® work for?

Jacob Torres, Cfp® Chfc® works for Financial Dynamics

What is Jacob Torres, Cfp® Chfc®'s role at the current company?

Jacob Torres, Cfp® Chfc®'s current role is Wealth Advisor.

What is Jacob Torres, Cfp® Chfc®'s email address?

Jacob Torres, Cfp® Chfc®'s email address is ja****@****wab.com

What schools did Jacob Torres, Cfp® Chfc® attend?

Jacob Torres, Cfp® Chfc® attended University Of Colorado Boulder, Università Commerciale 'luigi Bocconi'.

What skills is Jacob Torres, Cfp® Chfc® known for?

Jacob Torres, Cfp® Chfc® has skills like Leadership, Public Speaking, Management, Teamwork, Sales, Microsoft Excel, Microsoft Office, Microsoft Word, Powerpoint, Customer Service, Event Planning, Time Management.

Who are Jacob Torres, Cfp® Chfc®'s colleagues?

Jacob Torres, Cfp® Chfc®'s colleagues are Heather Sands, Orion Foster, Callum Poole, Kyle Demeter, Caeden Webster, Rich Bennett, Delia Sales.

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