Jacob Torres, Cfp® Chfc®
AeroLeads people directory · profile

Jacob Torres, Cfp® Chfc® Email & Phone Number

Wealth Advisor at Financial Dynamics
Location: Spokane, Washington, United States 9 work roles 2 schools
1 work email found @schwab.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@schwab.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Financial Dynamics
Role
Wealth Advisor
Location
Spokane, Washington, United States
Company size
20505 employees

Who is Jacob Torres, Cfp® Chfc®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Jacob Torres, Cfp® Chfc® is listed as Wealth Advisor at Financial Dynamics, a with 20505 employees, based in Spokane, Washington, United States. AeroLeads shows a work email signal at schwab.com and a matched LinkedIn profile for Jacob Torres, Cfp® Chfc®.

Jacob Torres, Cfp® Chfc® previously worked as VP - Branch Manager at Charles Schwab and Assistant Branch Manager at Charles Schwab. Jacob Torres, Cfp® Chfc® holds Bachelor Of Science (B.S.), Finance, Senior from University Of Colorado Boulder.

Company email context

Email format at Financial Dynamics

This section adds company-level context without repeating Jacob Torres, Cfp® Chfc®'s masked contact details.

*@schwab.com
71% confidence

AeroLeads found 1 current-domain work email signal for Jacob Torres, Cfp® Chfc®. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

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.

Listed skills include Leadership, Public Speaking, Management, Teamwork, and 18 others.

Current workplace

Jacob Torres, Cfp® Chfc®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Financial Dynamics
Financial Dynamics
Wealth Advisor
Denver, CO, US
Website
schwab.com
Employees
20505
AeroLeads page
Company profile
View company profile Email format
9 roles

Jacob Torres, Cfp® Chfc® work experience

A career timeline built from the work history available for this profile.

Vp - Branch Manager

Current
Charles Schwab

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

Nov 2022 - Present

Assistant Branch Manager

Current
Charles Schwab

Boise, Idaho, United States

Apr 2021 - Present

Associate Financial Consultant

Charles Schwab

Boise, Idaho Area

Feb 2019 - Apr 2021

Financial Consultant Academy

Charles Schwab

Lone Tree, Colorado

Jul 2017 - Jan 2019

International Product Management Intern

Charles Schwab

Lone Tree, Colorado

Jun 2016 - Aug 2016
Team & coworkers

Colleagues at Financial Dynamics

Other employees you can reach at schwab.com. View company contacts for 20505 employees →

PR Paul Roberts Cfp®,Clu®, Mba Paul Roberts Cfp®,Clu®, Mba Colleague at Financial DynamicsPhoenix, Arizona, United States View → DL Doug Lotz Doug Lotz Colleague at Financial DynamicsSanta Clarita, California, United States View → SC Saheeb Chowdhury Saheeb Chowdhury Colleague at Financial DynamicsAustin, Texas, United States View → LK Lukas Kral Lukas Kral Colleague at Financial DynamicsGrafton, Wisconsin, United States View → AL Alicia Lui Alicia Lui Colleague at Financial DynamicsSan Francisco, California, United States View → BD Bogdan Drobau Bogdan Drobau Colleague at Financial DynamicsRaleigh, North Carolina, United States View → VK Vikas Kansal Vikas Kansal Colleague at Financial DynamicsRound Rock, Texas, United States View → MN Mary Nelson Mary Nelson Colleague at Financial DynamicsUnited States View → AB Adria Basco Adria Basco Colleague at Financial DynamicsAustin, Texas, United States View → BH Brian Hughes Brian Hughes Colleague at Financial DynamicsUnited States View →
2 education records

Jacob Torres, Cfp® Chfc® education

FAQ

Frequently asked questions about Jacob Torres, Cfp® Chfc®

Quick answers generated from the profile data available on this page.

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 Financial Dynamics?

Jacob Torres, Cfp® Chfc® is listed as Wealth Advisor at Financial Dynamics.

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

AeroLeads has found 1 work email signal at @schwab.com for Jacob Torres, Cfp® Chfc® at Financial Dynamics.

Where is Jacob Torres, Cfp® Chfc® based?

Jacob Torres, Cfp® Chfc® is based in Spokane, Washington, United States while working with Financial Dynamics.

What companies has Jacob Torres, Cfp® Chfc® worked for?

Jacob Torres, Cfp® Chfc® has worked for Financial Dynamics, Charles Schwab, University Of Colorado Boulder, and Us-Brazil Connect.

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

Jacob Torres, Cfp® Chfc®'s colleagues at Financial Dynamics include Paul Roberts Cfp®,Clu®, Mba, Doug Lotz, Saheeb Chowdhury, Lukas Kral, and Alicia Lui.

How can I contact Jacob Torres, Cfp® Chfc®?

You can use AeroLeads to view verified contact signals for Jacob Torres, Cfp® Chfc® at Financial Dynamics, including work email, phone, and LinkedIn data when available.

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

Jacob Torres, Cfp® Chfc® holds Bachelor Of Science (B.S.), Finance, Senior from University Of Colorado Boulder.

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

Jacob Torres, Cfp® Chfc® is listed with skills including Leadership, Public Speaking, Management, Teamwork, Sales, Microsoft Excel, Microsoft Office, and Microsoft Word.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.